Original filing (PDF)20251014121607NAL0002738545001

RATHBONE GROUP, LLC

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

Form 5500-SF

FILING_RECEIVED

RATHBONE GROUP, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

RATHBONE GROUP, LLC

EIN

46-5423362all filings

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3B · Covers self-employed individuals

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 Law Offices plans

LAW OFFICES OF DANIEL ROMANO, A PROFESSIONAL LAW CORPORATION, INC.

LAW OFFICES OF DANIEL ROMANO DEFINED BENEFIT PENSION PLAN

$986K · 2 participants

HAUPTMAN & HAUPTMAN PC

HAUPTMAN & HAUPTMAN PC 401K PLAN

$986K · 7 participants

HEATON FONTANO, LTD.

HEATON FONTANO, LTD. 401(K) PROFIT SHARING PLAN & TRUST

$986K · 3 participants

MATTHEW CUNNINGHAM

MATTHEW CUNNINGHAM 401(K) PLAN

$986K

FOLEY BEZEK BEHLE & CURTIS, LLP

FOLEY BEZEK BEHLE & CURTIS, LLP CASH BALANCE PENSION PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.