How big is RM Wealth Management LLC's plan?

RM Wealth Management LLC's plan reported $257K in assets and 1 participants for 2024.

Original filing (PDF)20250513134510NAL0012041459001

RM Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Megan Logee - Self-Employed 401(k)

401(k) retirement plan · RM Wealth Management LLC's Megan Logee - Self-Employed 401(k) held $257K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Megan Logee signed RM Wealth Management LLC's 2024 Form 5500 as plan administrator.

Megan Logee — 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

RM Wealth Management LLC's EIN is 87-4614894.

EIN 87-4614894

Plan number 001

Plan year 2024

ACK ID 20250513134510NAL0012041459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RM Wealth Management LLC's plan includes a 401(k) feature.

Decision-maker contacts

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