How big is Retirement Consulting Group, Inc.'s plan?

Retirement Consulting Group, Inc.'s plan reported $3.0M in assets and 5 participants for 2024.

Original filing (PDF)20250715175600NAL0002417009001

Retirement Consulting Group, Inc.

Name: Retirement Consulting Group, Inc. — Retirement, Form 5500 (2024)
Creator: Retirement Consulting Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Consulting Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Retirement Consulting Group, Inc.'s Retirement Consulting Group, Inc. 401(k) Profit Sharing Plan held $3.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

John Upton signed Retirement Consulting Group, Inc.'s 2024 Form 5500 as plan administrator.

John Upton — 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

Retirement Consulting Group, Inc.'s EIN is 91-1769299.

EIN 91-1769299

Plan number 001

Plan year 2024

ACK ID 20250715175600NAL0002417009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Retirement Consulting Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Consulting Group, Inc.'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 RETIREMENT CONSULTING GROUP, INC..

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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.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

RETIREMENT CONSULTING GROUP, INC.

EIN

all filings

Address

5 CENTERPOINTE DR · STE 400 · LAKE OSWEGO, OR · 97035

Phone

(503) 225-1700

Industry

Finance & Insurance

Plan administrator