How big is RCS Financial Planning, LLC's plan?

RCS Financial Planning, LLC's plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250625134201NAL0007877121001

RCS Financial Planning, LLC

Name: RCS Financial Planning, LLC — RCS Financial Planning, Form 5500 (2024)
Creator: RCS Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RCS Financial Planning 401(k)

401(k) retirement plan · RCS Financial Planning, LLC's RCS Financial Planning 401(k) held $2.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Thaddeus TOAL signed RCS Financial Planning, LLC's 2024 Form 5500 as plan administrator.

Thaddeus TOAL — 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

RCS Financial Planning, LLC's EIN is 82-3548687.

EIN 82-3548687

Plan number 001

Plan year 2024

ACK ID 20250625134201NAL0007877121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RCS Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RCS Financial Planning, 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 RCS FINANCIAL PLANNING, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

RCS FINANCIAL PLANNING, LLC

EIN

all filings

Address

130 ADMIRAL COCHRANE DR STE 200 · ANNAPOLIS, MD · 214017368

Phone

(410) 224-0097

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator