Original filing (PDF)20240716104835NAL0001675875001

RF MEYER & ASSOCIATES LLC

Name: RF MEYER & ASSOCIATES LLC — RF MEYER & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: RF MEYER & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

RF MEYER & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

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.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RF MEYER & ASSOCIATES LLC.

Plan sponsor

Name

RF MEYER & ASSOCIATES LLC

EIN

82-3547904all filings

Address

STE 380 · 450 W WILSON BRIDGE RD · WORTHINGTON, OH · 43085

Phone

(614) 407-7900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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