Rg5, Llc 401(k) Plan: Login, Facts & Contact Information

Rg5, Llc 401(k) Plan Facts

Plan name
RG5 LLC 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RG5 LLC
Participants
267 (74 active employees)
Former employees with a balance
144
Plan assets
$33,845,446 at Dec 31, 2024
Average account balance
$151,096 across 224 accounts
Employer contributions
$207,210 in plan year 2024 (23% of all contributions)
Recordkeeper
Merrill Lynch, Pierce, Fenner And S
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 1984
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $892,071 went into the plan in contributions, $207,210 of it from the employer (23%).
  • $6.40 million was paid out to participants.
  • Investment and other income added $4.71 million.
  • Administrative expenses were $73,496, about $328 per account.

How the Rg5, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019367$37.3 million$240,359$6.32 million
2020333$36.4 million$205,604$6.10 million
2021301$39.1 million$190,337$4.35 million
2022291$30.8 million$193,776$3.02 million
2023288$34.7 million$218,370$2.18 million
2024267$33.8 million$207,210$6.40 million

Rg5, Llc 401(k) Contact Information

Phone
703-548-7006
Mailing address
4000 LEGATO ROAD, SUITE 1100 PMB 6230, OFFICE #60, FAIRFAX VA 22033
Plan sponsor
RG5 LLC
Employer identification number (EIN)
81-4921757
Plan number
001

Questions about the Rg5, Llc 401(k)

Does Rg5, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $207,210, 23% of all contributions.

Does the Rg5, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Rg5, Llc 401(k) plan?

267 participants at the start of plan year 2024, 74 of them active employees, and 144 former employees who still had money in the plan.

What is the average 401(k) balance at Rg5, Llc?

About $151,096 per account: $33.8 million in plan assets across 224 accounts with a balance at the end of plan year 2024.

Who manages the Rg5, Llc 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Rg5, Llc. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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