How big is Retirement (K)Oncierge Group's plan?

Retirement (K)Oncierge Group's plan reported $534K in assets and 10 participants for 2025.

Original filing (PDF)20260130124504NAL0011083842001

Retirement (K)Oncierge Group

Name: Retirement (K)Oncierge Group — RKG 401(k) Plan, Form 5500 (2025)
Creator: Retirement (K)Oncierge Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RKG 401(k) Plan

401(k) retirement plan · Retirement (K)Oncierge Group's RKG 401(k) Plan held $534K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

People on this filing

Jennifer Tanaka signed Retirement (K)Oncierge Group's 2025 Form 5500 as plan administrator.

Jennifer Tanaka — 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

Retirement (K)Oncierge Group's EIN is 86-1926015.

EIN 86-1926015

Plan number 001

Plan year 2025

ACK ID 20260130124504NAL0011083842001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Retirement (K)Oncierge Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Retirement (K)Oncierge Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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