How big is The Retirement Group LLC's plan?

The Retirement Group LLC's plan reported $4.2M in assets and 13 participants for 2024.

Original filing (PDF)20251015135858NAL0006498448001

The Retirement Group LLC

Name: The Retirement Group LLC — The Retirement Group, LLC, Form 5500 (2024)
Creator: The Retirement Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Retirement Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Retirement Group LLC's The Retirement Group, LLC 401(k) Profit Sharing Plan held $4.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Richard BEAM signed The Retirement Group LLC's 2024 Form 5500 as plan administrator.

Richard BEAM — 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

The Retirement Group LLC's EIN is 82-1525681.

EIN 82-1525681

Plan number 001

Plan year 2024

ACK ID 20251015135858NAL0006498448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Retirement Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Retirement Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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