How big is Refined Consulting Group, LLC's plan?

Refined Consulting Group, LLC's plan reported $157K in assets for 2023.

Original filing (PDF)20241007183244NAL0032667426001

Refined Consulting Group, LLC

Name: Refined Consulting Group, LLC — Lifetime Heating, Form 5500 (2023)
Creator: Refined Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifetime Heating 401(k) Plan

401(k) retirement plan · Refined Consulting Group, LLC's Lifetime Heating 401(k) Plan reported $157K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

People on this filing

Darrick Philp signed Refined Consulting Group, LLC's 2023 Form 5500 as plan administrator.

Darrick Philp — 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

Refined Consulting Group, LLC's EIN is 81-5031163.

EIN 81-5031163

Plan number 001

Plan year 2023

ACK ID 20241007183244NAL0032667426001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Refined Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Refined Consulting Group, LLC'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 REFINED CONSULTING 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score