Original filing (PDF)20250925110400NAL0010396147001

RM GLOBAL PARTNERS LLC

Name: RM GLOBAL PARTNERS LLC — RM GLOBAL PARTNERS LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: RM GLOBAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

RM GLOBAL PARTNERS LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$862K

Net assets (EOY)

$862K

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RM GLOBAL PARTNERS LLC.

Plan sponsor

Name

RM GLOBAL PARTNERS LLC

EIN

46-5096829

Address

880 THIRD AVENUE · 16TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 792-6966

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MA ASSET MANAGEMENT LLC

MA ASSET MANAGEMENT 401(K) PLAN

$862K · 14 participants

AUTHENTIKOS FINANCIAL AND INSURANCE SERVICES LLC

AUTHENTIKOS ADVISORY 401(K) PLAN

$862K · 10 participants

GRAFTON STREET PARTNERS MANAGEMENT COMPANY LLC

GRAFTON STREET PARTNERS MANAGEMENT COMPANY LLC 401(K) PLAN

$862K · 8 participants

BRAZOS INNOVATION PARTNERS, LLC

BRAZOS INNOVATION PARTNERS LLC 401(K) PROFIT SHARING PLAN

$862K · 23 participants

PLAN IT FINANCIAL GROUP LLC