How big is Rexroad Retirement, LLC's plan?

Rexroad Retirement, LLC's plan reported $3.4M in assets and 5 participants for 2024.

Original filing (PDF)20251015185046NAL0010825074001

Rexroad Retirement, LLC

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

Form 5500-SF

FILING_RECEIVED

Rexroad Retirement, LLC 401(k) Plan

401(k) retirement plan · Rexroad Retirement, LLC's Rexroad Retirement, LLC 401(k) Plan held $3.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

KIM Patton signed Rexroad Retirement, LLC's 2024 Form 5500 as plan administrator.

KIM Patton — 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

Rexroad Retirement, LLC's EIN is 84-3984707.

EIN 84-3984707

Plan number 001

Plan year 2024

ACK ID 20251015185046NAL0010825074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rexroad Retirement, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, 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 REXROAD RETIREMENT, 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