· 2022–2024 · DOL EFAST2

RF Meyer & Associates LLC — RF Meyer & Associates, Form 5500 (2023)

Original filing (PDF)20240716104835NAL0001675875001

RF Meyer & Associates LLC

Form 5500-SF

FILING_RECEIVED

RF Meyer & Associates LLC 401(k) Profit Sharing Plan

401(k) retirement plan · RF Meyer & Associates LLC's RF Meyer & Associates LLC 401(k) Profit Sharing Plan held $962K in plan assets for 6 participants in 2023.

Signals · 1

High average account balance

Active participants

6

Accounts w/ balance

7

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

88

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 Services

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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