How big is RMB Management, LLC's plan?

RMB Management, LLC's plan reported $2.8M in assets and 17 participants for 2024.

Original filing (PDF)20250724111513NAL0011222706001

RMB Management, LLC

Name: RMB Management, LLC — RMB 401(k) Plan, Form 5500 (2024)
Creator: RMB Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RMB 401(k) Plan

401(k) retirement plan · RMB Management, LLC's RMB 401(k) Plan held $2.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Benjamin Blackmon signed RMB Management, LLC's 2024 Form 5500 as plan administrator.

Benjamin Blackmon — Plan Administrator — Form 5500 signer
Joseph Robinson — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RMB Management, LLC's EIN is 85-3671099.

EIN 85-3671099

Plan number 001

Plan year 2024

ACK ID 20250724111513NAL0011222706001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RMB Management, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RMB MANAGEMENT, 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