OpenERISA

R.G. Wealth Management, LLC

Meriden, CT, 06450

EIN 87-2782090
Plans
2
Total participants
6
Filing years
2024, 2023
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001R.G. Wealth Management 401(K) Plan2
2024Form 5500-SF002R.G. Wealth Management Cash Balance Plan2
2023Form 5500-SF001R.G. Wealth Management 401(K) Plan2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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