How big is RGAA LLC's plan?

RGAA LLC's plan reported $6.9M in assets and 26 participants for 2024.

Original filing (PDF)20250829112753NAL0019248784001

RGAA LLC

Name: RGAA LLC — Castlewatch Wealth Profit Sharing Plan, Form 5500 (2024)
Creator: RGAA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castlewatch Wealth Profit Sharing Plan

Defined-contribution retirement plan · RGAA LLC's Castlewatch Wealth Profit Sharing Plan held $6.9M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Albert Alvarez signed RGAA LLC's 2024 Form 5500 as plan administrator.

Albert Alvarez — 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

RGAA LLC's EIN is 86-1200475.

EIN 86-1200475

Plan number 002

Plan year 2024

ACK ID 20250829112753NAL0019248784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RGAA LLC's plan includes profit-sharing.

Decision-maker contacts

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

Plan sponsor

Name

RGAA LLC

EIN

all filings

Address

535 N BRAND BLVD, STE 1000 · GLENDALE, CA · 91203

Phone

(818) 662-1999

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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