How big is RBA CPA LLC's plan?

RBA CPA LLC's plan reported $2.1M in assets and 3 participants for 2025.

Original filing (PDF)20260512114829NAL0008468608001

RBA CPA LLC

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

Form 5500-SF

FILING_RECEIVED

RBA CPA LLC 401(k) Plan

401(k) retirement plan · RBA CPA LLC's RBA CPA LLC 401(k) Plan held $2.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Brian Reggiani signed RBA CPA LLC's 2025 Form 5500 as plan administrator.

Brian Reggiani — 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

RBA CPA LLC's EIN is 99-5087360.

EIN 99-5087360

Plan number 001

Plan year 2025

ACK ID 20260512114829NAL0008468608001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

RBA CPA 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 RBA CPA 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

RBA CPA LLC

EIN

all filings

Address

90 EAST HALSEY RD - SUITE 109 · PARSIPPANY, NJ · 07054

Phone

(973) 966-1900

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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