How big is RG Wealth Managment Group, LLC's plan?

RG Wealth Managment Group, LLC's plan reported $27K in assets and 2 participants for 2024.

Original filing (PDF)20250611103644NAL0015676113001

RG Wealth Managment Group, LLC

Name: RG Wealth Managment Group, LLC — RG Wealth 401(k), Form 5500 (2024)
Creator: RG Wealth Managment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RG Wealth 401(k) Plan

401(k) retirement plan · RG Wealth Managment Group, LLC's RG Wealth 401(k) Plan held $27K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Giovanni Galbiati signed RG Wealth Managment Group, LLC's 2024 Form 5500 as plan administrator.

Giovanni Galbiati — 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

RG Wealth Managment Group, LLC's EIN is 93-2030312.

EIN 93-2030312

Plan number 001

Plan year 2024

ACK ID 20250611103644NAL0015676113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RG Wealth Managment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RG Wealth Managment Group, LLC's plan includes profit-sharing, a 401(k) feature, 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 RG WEALTH MANAGMENT GROUP, 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