How big is Rich Financial LLC's plan?

Rich Financial LLC's plan reported $584K in assets and 3 participants for 2024.

Original filing (PDF)20250819162709NAL0004162816001

Rich Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Rich Financial LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Rich Financial LLC's Rich Financial LLC 401(k) Profit Sharing Plan held $584K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

Plan identifiers

Rich Financial LLC's EIN is 88-2540911.

EIN 88-2540911

Plan number 001

Plan year 2024

ACK ID 20250819162709NAL0004162816001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rich Financial 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 RICH FINANCIAL 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