Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R.G. WEALTH MANAGEMENT, LLC
EIN 87-2782090Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$961K assets
Welfare
0
Participants
4
538 PRESTON AVENUE - MERIDEN, CT 06450860-539-9315
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $961K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
R.G. WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$783K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
R.G. WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$178K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | R.G. WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $783K | 2 | 2024 | |
| 001 | R.G. WEALTH MANAGEMENT 401(K) PLAN | 401k | $178K | 2 | 2024 |
Retirement plans