How big is RMG Wealth Management LLC's plan?

RMG Wealth Management LLC's plan reported $1.3M in assets and 14 participants for 2024.

Original filing (PDF)20250502064432NAL0004368289001

RMG Wealth Management LLC

Name: RMG Wealth Management LLC — Rosemeyer Management, Form 5500 (2024)
Creator: RMG Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosemeyer Management Group 401(k) Plan

401(k) retirement plan · RMG Wealth Management LLC's Rosemeyer Management Group 401(k) Plan held $1.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Andrew Tranel signed RMG Wealth Management LLC's 2024 Form 5500 as plan administrator.

Andrew Tranel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RMG Wealth Management LLC's EIN is 45-2048248.

EIN 45-2048248

Plan number 002

Plan year 2024

ACK ID 20250502064432NAL0004368289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RMG Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RMG Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RMG WEALTH MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score