How big is Rathbone Group, LLC's plan?

Rathbone Group, LLC's plan reported $4.0M in assets and 85 participants for 2024.

Original filing (PDF)20250923134144NAL0002589747001

Rathbone Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Rathbone Group, LLC Cash Balance Plan

Defined-benefit pension plan · Rathbone Group, LLC's Rathbone Group, LLC Cash Balance Plan held $4.0M in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Anthony Warren signed Rathbone Group, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rathbone Group, LLC's EIN is 46-5423362.

EIN 46-5423362

Plan number 003

Plan year 2024

ACK ID 20250923134144NAL0002589747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rathbone Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score