Rmg Investment Group, Llc 401(k) Plan: Login, Facts & Contact Information

Rmg Investment Group, Llc 401(k) Plan Facts

Plan name
RESERVE MANAGEMENT GROUP 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
RMG INVESTMENT GROUP, LLC
Participants
818 (284 active employees)
Former employees with a balance
226
Plan assets
$22,942,634 at Dec 31, 2024
Average account balance
$50,203 across 457 accounts
Employer contributions
$676,877 in plan year 2024 (36% of all contributions)
Recordkeeper
Associated Trust Company, N.a.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
— 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 Jan 26, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.90 million went into the plan in contributions, $676,877 of it from the employer (36%).
  • $5.28 million was paid out to participants.
  • Investment and other income added $2.83 million.
  • Administrative expenses were $168,533, about $369 per account.

How the Rmg Investment Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019611$15.5 million$863,267$654,440
2020834$18.8 million$987,876$1.41 million
2021817$22.0 million$1.12 million$2.13 million
2022864$19.9 million$1.22 million$1.67 million
2023846$23.7 million$1.21 million$2.54 million
2024818$22.9 million$676,877$5.28 million

Rmg Investment Group, Llc 401(k) Contact Information

Phone
773-382-0122
Mailing address
4550 DARROW ROAD, STOW OH 44224
Plan sponsor
RMG INVESTMENT GROUP, LLC
Employer identification number (EIN)
45-2588798
Plan number
001

Questions about the Rmg Investment Group, Llc 401(k)

Does Rmg Investment Group, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $676,877 in employer contributions for plan year 2024.

Does the Rmg Investment Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Rmg Investment Group, Llc 401(k) plan?

818 participants at the start of plan year 2024, 284 of them active employees, and 226 former employees who still had money in the plan.

What is the average 401(k) balance at Rmg Investment Group, Llc?

About $50,203 per account: $22.9 million in plan assets across 457 accounts with a balance at the end of plan year 2024.

Who manages the Rmg Investment Group, Llc 401(k) accounts?

ASSOCIATED TRUST COMPANY, N.A. is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with ASSOCIATED TRUST COMPANY, N.A. 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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