Original filing (PDF)20250605093237NAL0011791521001

THE RIGBY GROUP CPA'S, CONSULTANTS & ADVISORS, APC

Name: THE RIGBY GROUP CPA'S, CONSULTANTS & ADVISORS, APC — THE RIGBY GROUP CPA'S, CONSULTANTS & ADVISORS, APC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE RIGBY GROUP CPA'S, CONSULTANTS & ADVISORS, APC

Form 5500-SF

FILING_RECEIVED

THE RIGBY GROUP CPA'S, CONSULTANTS & ADVISORS, APC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE RIGBY GROUP CPA'S, CONSULTANTS & ADVISORS, APC.

Plan sponsor

Name

THE RIGBY GROUP CPA'S, CONSULTANTS & ADVISORS, APC

EIN

72-1386696

Address

715 GIROD STREET, SUITE 200 · NEW ORLEANS, LA · 70130

Phone

(504) 586-3050

Industry

CPA 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

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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