Original filing (PDF)20230705173202NAL0009160195001

Richard Arzaga, a SOLE Proprietor DBA Real Estate Whisperer

Name: Richard Arzaga, a SOLE Proprietor DBA Real Estate Whisperer — Form 5500 Plan 001 (2022)
Creator: Richard Arzaga, a SOLE Proprietor DBA Real Estate Whisperer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RJA Cornerstone 401(k) Profit Sharing Plan

401(k) retirement plan · Richard Arzaga, a SOLE Proprietor DBA Real Estate Whisperer's RJA Cornerstone 401(k) Profit Sharing Plan held $596K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$596K

Net assets (EOY)

$596K

Plan identifiers

Richard Arzaga, a SOLE Proprietor DBA Real Estate Whisperer's EIN is 87-2277063.

EIN 87-2277063

Plan number 001

Plan year 2022

ACK ID 20230705173202NAL0009160195001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Richard Arzaga, a SOLE Proprietor DBA Real Estate Whisperer from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Richard Arzaga, a SOLE Proprietor DBA Real Estate Whisperer's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD ARZAGA, A SOLE PROPRIETOR DBA REAL ESTATE WHISPERER.

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

RICHARD ARZAGA, A SOLE PROPRIETOR DBA REAL ESTATE WHISPERER

EIN

all filings

Address

20 SATINLEAF COURT · SAN RAMON, CA · 94582

Phone

(925) 746-9220

Industry

Finance & Insurance

Plan administrator