Original filing (PDF)20251126141036NAL0009514930001

RIEGEL FINANCIAL INVESTMENT SERVICES, LLC

Name: RIEGEL FINANCIAL INVESTMENT SERVICES, LLC — RIEGEL FINANCIAL INVESTMENT SERVICES, LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: RIEGEL FINANCIAL INVESTMENT SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

RIEGEL FINANCIAL INVESTMENT SERVICES, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIEGEL FINANCIAL INVESTMENT SERVICES, LLC.

Plan sponsor

Name

RIEGEL FINANCIAL INVESTMENT SERVICES, LLC

EIN

46-1541298all filings

Address

313 E STROOP RD · DAYTON, OH · 45429

Phone

(937) 293-1040

Industry

Finance & Insurancesee all

Plan administrator