Original filing (PDF)20251014121348NAL0001358275001

RATHBONE GROUP, LLC

Name: RATHBONE GROUP, LLC — RATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RATHBONE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

RATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RATHBONE GROUP, LLC.

Plan sponsor

Name

RATHBONE GROUP, LLC

EIN

46-5423362

Address

1250 GRANGER ROAD · BROOKLYN HEIGHTS, OH · 44131

Phone

(800) 870-5521

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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