How big is RB Wealth LLC's plan?

RB Wealth LLC's plan reported $12K in assets and 2 participants for 2025.

Original filing (PDF)20260504221338NAL0000192627056

RB Wealth LLC

Name: RB Wealth LLC — RB Wealth 401(k) Plan, Form 5500 (2025)
Creator: RB Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RB Wealth 401(k) Plan

401(k) retirement plan · RB Wealth LLC's RB Wealth 401(k) Plan held $12K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Elantha Barry signed RB Wealth LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

RB Wealth LLC's EIN is 92-3390488.

EIN 92-3390488

Plan number 001

Plan year 2025

ACK ID 20260504221338NAL0000192627056

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for RB Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

RB Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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