How big is RGI Financial's plan?

RGI Financial's plan reported $974K in assets and 2 participants for 2024.

Original filing (PDF)20250825114748NAL0003872931001

RGI Financial

Name: RGI Financial — RGI Financial Profit Sharing Plan, Form 5500 (2024)
Creator: RGI Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RGI Financial Profit Sharing Plan

401(k) retirement plan · RGI Financial's RGI Financial Profit Sharing Plan held $974K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$974K

Net assets (EOY)

$974K

Plan identifiers

RGI Financial's EIN is 95-4780392.

EIN 95-4780392

Plan number 002

Plan year 2024

ACK ID 20250825114748NAL0003872931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RGI Financial's plan includes profit-sharing, ERISA 404(c) participant direction, 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 RGI FINANCIAL.

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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