· 2022–2024 · DOL EFAST2

RBI Mortgages, LLC — RBI Mortgages, LLC 401(k), Form 5500 (2024)

Original filing (PDF)20251013142822NAL0000718403001

RBI Mortgages, LLC

Form 5500-SF

FILING_RECEIVED

RBI Mortgages, LLC 401(k) Profit Sharing Plan

Defined-contribution retirement plan · RBI Mortgages, LLC's RBI Mortgages, LLC 401(k) Profit Sharing Plan held $150K in plan assets for 17 participants in 2024.

Active participants

17

Accounts w/ balance

8

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

43

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

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 RBI MORTGAGES, LLC.

Plan sponsor

Name

RBI MORTGAGES, LLC

EIN

81-1774614all filings

Address

19495 BISCAYNE BLVD, SUITE 801 · AVENTURA, FL · 33180

Phone

(754) 210-6312

Industry

Finance & Insurance

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

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

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

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