Civic Intelligence

Rwa Wealth Partners LLC

Plan context: Rwa Wealth Partners LLC 401(K) Plan

EIN 27-4946566 • Newton, MA • 8 filings • 3 plans

85 Wells AvenueNewton, MA 02459
Current Snapshot

Latest Year

2024

2024 Participants

186

2024 Assets

$52,415,191

2024 Contributions

$5,220,273

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$52,415,191$26,207,596$0201120222024YearValue
$52,415,191Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

195980201120222024YearValue
186Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242186$52,415,191$5,220,273$28,066iApproximate average salary by contribution assumption: employee only about $701,650 at 4% or $467,766 at 6%; with 50% employer match about $467,766 at 4% or $311,844 at 6%; with 100% employer match about $350,825 at 4% or $233,883 at 6%.
Rwa Wealth Partners LLC 401(K) Plan-182$52,415,191$5,220,273$28,683iApproximate average salary by contribution assumption: employee only about $717,070 at 4% or $478,047 at 6%; with 50% employer match about $478,047 at 4% or $318,698 at 6%; with 100% employer match about $358,535 at 4% or $239,023 at 6%.
Rwa Wealth Partners LLC Health & Welfare Benefits Plan-186---
20232195$43,535,728$9,929,615$50,921iApproximate average salary by contribution assumption: employee only about $1,273,028 at 4% or $848,685 at 6%; with 50% employer match about $848,685 at 4% or $565,790 at 6%; with 100% employer match about $636,514 at 4% or $424,343 at 6%.
Rwa Wealth Partners LLC 401(K) Plan-133$43,535,728$9,929,615$74,659iApproximate average salary by contribution assumption: employee only about $1,866,469 at 4% or $1,244,313 at 6%; with 50% employer match about $1,244,313 at 4% or $829,542 at 6%; with 100% employer match about $933,234 at 4% or $622,156 at 6%.
Rwa Wealth Partners LLC Health & Welfare Benefits Plan-195---
20221102$32,245,218$3,522,651$34,536iApproximate average salary by contribution assumption: employee only about $863,395 at 4% or $575,597 at 6%; with 50% employer match about $575,597 at 4% or $383,731 at 6%; with 100% employer match about $431,697 at 4% or $287,798 at 6%.
Rwa Wealth Partners LLC 401(K) Plan-102$32,245,218$3,522,651$34,536iApproximate average salary by contribution assumption: employee only about $863,395 at 4% or $575,597 at 6%; with 50% employer match about $575,597 at 4% or $383,731 at 6%; with 100% employer match about $431,697 at 4% or $287,798 at 6%.
2021189$41,451,467$3,164,986$35,562iApproximate average salary by contribution assumption: employee only about $889,041 at 4% or $592,694 at 6%; with 50% employer match about $592,694 at 4% or $395,129 at 6%; with 100% employer match about $444,521 at 4% or $296,347 at 6%.
Rwa Wealth Partners LLC 401(K) Plan-89$41,451,467$3,164,986$35,562iApproximate average salary by contribution assumption: employee only about $889,041 at 4% or $592,694 at 6%; with 50% employer match about $592,694 at 4% or $395,129 at 6%; with 100% employer match about $444,521 at 4% or $296,347 at 6%.
2012152$7,090,328$1,279,914$24,614iApproximate average salary by contribution assumption: employee only about $615,343 at 4% or $410,229 at 6%; with 50% employer match about $410,229 at 4% or $273,486 at 6%; with 100% employer match about $307,672 at 4% or $205,114 at 6%.
Rwa Wealth Partners LLC 401(K) Plan-52$7,090,328$1,279,914$24,614iApproximate average salary by contribution assumption: employee only about $615,343 at 4% or $410,229 at 6%; with 50% employer match about $410,229 at 4% or $273,486 at 6%; with 100% employer match about $307,672 at 4% or $205,114 at 6%.
2011151$5,239,066$1,406,044$27,569iApproximate average salary by contribution assumption: employee only about $689,237 at 4% or $459,492 at 6%; with 50% employer match about $459,492 at 4% or $306,328 at 6%; with 100% employer match about $344,619 at 4% or $229,746 at 6%.
Rwa Wealth Partners LLC 401(K) Plan-51$5,239,066$1,406,044$27,569iApproximate average salary by contribution assumption: employee only about $689,237 at 4% or $459,492 at 6%; with 50% employer match about $459,492 at 4% or $306,328 at 6%; with 100% employer match about $344,619 at 4% or $229,746 at 6%.