Original filing (PDF)20251015075943NAL0008253538001

RBM OF ATLANTA, INC.

Name: RBM OF ATLANTA, INC. — RBM OF ATLANTA, INC. SALARY DEFERRAL 401(K) PLAN, Form 5500 (2024)
Creator: RBM OF ATLANTA, INC.

Form 5500

FILING_RECEIVED

RBM OF ATLANTA, INC. SALARY DEFERRAL 401(K) PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

558

Accounts w/ balance

406

Plan assets (EOY)

$54.2M

Net assets (EOY)

$54.2M

How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RBM OF ATLANTA, INC..

Plan sponsor

Name

RBM OF ATLANTA, INC.

EIN

58-0916853

Address

7640 ROSWELL ROAD · ATLANTA, GA · 30350

Phone

(678) 597-3720

Industry

Retail Tradesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$52K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	—	NASHVILLE, TN	INVESTMENT ADVISOR	$20K	—

Investments

22 direct securities· $54.5M(100% of reported assets)

Other securities

$54.3M

21 holdings

Bonds / Notes

$185K

1 holding

					% of plan
American Funds 2030 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$7.8M	14.3%
American Funds 2025 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$6.5M	12.0%
American Funds 2035 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$6.4M	11.8%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$5.1M	9.3%
American Funds 2040 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$4.9M	9.1%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$4.4M	8.1%
American Funds 2045 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$4.1M	7.5%
American Funds 2010 Trgt Date Retire R6 Mutual Fund ** 254 American Funds 2020 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$4.0M	7.4%
American Funds 2050 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$3.1M	5.7%
American Funds 2055 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$1.7M	3.2%
American Funds 2060 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$1.3M	2.4%
T. Rowe Price Diversified Mid Cap Gr I Mutual Fund	Other securities	—	—	$1.2M	2.3%
EI Fixed Account - Series Class IV Guaranteed Interest Account	Other securities	—	—	$1.0M	1.9%
Invesco Discovery R6 Mutual Fund	Other securities	—	—	$797K	1.5%
American Funds 2065 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$624K	1.2%
MFS Intl Diversification R6 Mutual Fund	Other securities	—	—	$423K	0.8%
MFS Value R6 Mutual Fund	Other securities	—	—	$267K	0.5%
EI Fixed Account - Series Class IV	Other securities	—	$43K	$229K	0.4%
MFS Mid Cap Value R6 Mutual Fund	Other securities	—	—	$189K	0.3%
Participant Loans 3.25% - 9.50% -0-	Bonds / Notes	—	—	$185K	0.3%
American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$129K	0.2%
Fidelity International Index Mutual Fund	Other securities	—	—	$100K	0.2%