How big is RFG LLC's plan?

RFG LLC's plan reported $941K in assets and 28 participants for 2024.

Original filing (PDF)20251006085454NAL0003172609001

RFG LLC

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

Form 5500-SF

FILING_RECEIVED

RFG LLC 401(k) Plan

401(k) retirement plan · RFG LLC's RFG LLC 401(k) Plan held $941K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$941K

Net assets (EOY)

$941K

Plan identifiers

RFG LLC's EIN is 87-3134151.

EIN 87-3134151

Plan number 001

Plan year 2024

ACK ID 20251006085454NAL0003172609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RFG LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

RFG LLC

EIN

all filings

Address

202 CARNEGIE CENTER DRIVE, SUITE 20 · PRINCETON, NJ · 08540

Phone

(609) 750-7736

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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