How big is R.G. Wealth Management, LLC's plan?

R.G. Wealth Management, LLC's plan reported $178K in assets and 2 participants for 2024.

Original filing (PDF)20250929160335NAL0027203154001

R.G. Wealth Management, LLC

Name: R.G. Wealth Management, LLC — R.G. Wealth Management, Form 5500 (2024)
Creator: R.G. Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.G. Wealth Management 401(k) Plan

401(k) retirement plan · R.G. Wealth Management, LLC's R.G. Wealth Management 401(k) Plan held $178K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

People on this filing

Ralph Giansanti signed R.G. Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Ralph Giansanti — 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

R.G. Wealth Management, LLC's EIN is 87-2782090.

EIN 87-2782090

Plan number 001

Plan year 2024

ACK ID 20250929160335NAL0027203154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

R.G. Wealth Management, LLC's plan includes profit-sharing, 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 R.G. WEALTH MANAGEMENT, 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