How big is RFG Advisory Group LLC's plan?

RFG Advisory Group LLC's plan reported $3.3M in assets and 92 participants for 2024.

Original filing (PDF)20250714133100NAL0001095313001

RFG Advisory Group LLC

Name: RFG Advisory Group LLC — RFG Advisory Group LLC, Form 5500 (2024)
Creator: RFG Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RFG Advisory Group LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · RFG Advisory Group LLC's RFG Advisory Group LLC 401(k) Profit Sharing Plan and Trust held $3.3M in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

RFG Advisory Group LLC's EIN is 45-2787436.

EIN 45-2787436

Plan number 001

Plan year 2024

ACK ID 20250714133100NAL0001095313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RFG Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RFG Advisory Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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