How big is RBB Treasury's plan?

RBB Treasury's plan reported $23K in assets and 1 participants for 2024.

Original filing (PDF)20250801015225NAL0006731441020

RBB Treasury

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

Form 5500-SF

FILING_RECEIVED

RBB Treasury 401(k) Plan

401(k) retirement plan · RBB Treasury's RBB Treasury 401(k) Plan held $23K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

Plan identifiers

RBB Treasury's EIN is 87-1133044.

EIN 87-1133044

Plan number 001

Plan year 2024

ACK ID 20250801015225NAL0006731441020

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

RBB TREASURY

EIN

all filings

Address

100 CROSBY STREET · RM 607 · NEW YORK, NY · 10012

Phone

(855) 743-8740

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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