Original filing (PDF)20251124161812NAL0002095489001

RG BANK, A SAVINGS & LOAN ASSOCIATION

Name: RG BANK, A SAVINGS & LOAN ASSOCIATION — RG BANK'S 401(K) PLAN, Form 5500 (2024)
Creator: RG BANK, A SAVINGS & LOAN ASSOCIATION

Form 5500-SF

FILING_RECEIVED

RG BANK'S 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RG BANK, A SAVINGS & LOAN ASSOCIATION.

Plan sponsor

Name

RG BANK, A SAVINGS & LOAN ASSOCIATION

EIN

84-0270030

Address

PO BOX 29 · 901 1ST AVENUE · MONTE VISTA, CO · 811440029

Phone

(719) 852-7054

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LIBERTY FEDERAL SAVINGS BANK

LIBERTY FEDERAL SAVINGS BANK 401(K) PLAN

$2.4M · 12 participants

LAKE SHORE BANCORP INC.

EMPLOYEE STOCK OWNERSHIP PLAN OF LAKESHORE BANCORP, INC.

$2.4M · 84 participants

CENTER FOR FINANCIAL TRAINING ATLANTIC STATES, INC.

CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES, INC 401(K) SVGS PLAN

$2.3M · 4 participants

MALVERN BANK, NATIONAL ASSOCIATION

MALVERN BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

$2.4M

HYPERION BANK