How big is Rumley Financial Services, LLC's plan?

Rumley Financial Services, LLC's plan reported $176K in assets and 2 participants for 2024.

Original filing (PDF)20251009143239NAL0011658576001

Rumley Financial Services, LLC

Name: Rumley Financial Services, LLC — Rumley Financial, Form 5500 (2024)
Creator: Rumley Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rumley Financial Services, LLC 401(k) Plan

Defined-contribution retirement plan · Rumley Financial Services, LLC's Rumley Financial Services, LLC 401(k) Plan held $176K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

Plan identifiers

Rumley Financial Services, LLC's EIN is 87-4163951.

EIN 87-4163951

Plan number 001

Plan year 2024

ACK ID 20251009143239NAL0011658576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rumley Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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