How big is RGP LLP's plan?

RGP LLP's plan reported $2.6M in assets and 18 participants for 2024.

Original filing (PDF)20250623180145NAL0016026450001

RGP LLP

Name: RGP LLP — RGP LLP 401(k) Savings Plan, Form 5500 (2024)
Creator: RGP LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RGP LLP 401(k) Savings Plan

401(k) retirement plan · RGP LLP's RGP LLP 401(k) Savings Plan held $2.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Steve Palmer signed RGP LLP's 2024 Form 5500 as plan administrator.

Steve Palmer — 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

RGP LLP's EIN is 81-0742089.

EIN 81-0742089

Plan number 001

Plan year 2024

ACK ID 20250623180145NAL0016026450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RGP LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RGP LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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.

Plan sponsor

Name

RGP LLP

EIN

all filings

Address

3478 BUSKIRK AVE STE 308 · PLEASANT HILL, CA · 94523

Phone

(925) 954-0100

Industry

CPA Offices· Professional & Technical Services

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

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Thomas A. Geisler & Co., PC

Thomas A. Geisler & Co., PC Cash Balance Pension Plan

$2.6M · 7 participants

Stonehenge Consulting, PLC

Stonehenge Consulting 401(k) Plan

$2.6M · 28 participants

Advance Tax & Bookkeeping Service, Inc.

Advance Tax & Bookkeeping Service, Inc. 401(k) Plan

$2.6M · 14 participants

Anspach Financial Group Inc.

Anspach Financial Group Inc. 401(k) Profit Sharing Plan & Trust

$2.6M · 4 participants

Brunette Tax & Accounting LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.