How big is RSO Wealth LLC's plan?

RSO Wealth LLC's plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20251003172120NAL0002667632001

RSO Wealth LLC

Name: RSO Wealth LLC — RSO Wealth LLC 401(k) Profit, Form 5500 (2024)
Creator: RSO Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RSO Wealth LLC 401(k) Profit Sharing Plan

401(k) retirement plan · RSO Wealth LLC's RSO Wealth LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

RSO Wealth LLC's EIN is 85-4277689.

EIN 85-4277689

Plan number 001

Plan year 2024

ACK ID 20251003172120NAL0002667632001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

RSO WEALTH LLC

EIN

all filings

Address

16130 VENTURA BLVD., STE. 550 · ENCINO, CA · 91436

Phone

(818) 305-6810

Industry

Professional & Technical Services

Plan administrator