Rathbone Group, LLC

Form 5500

RATHBONE GROUP, LLC

1250 Granger Road, Brooklyn Heights, Oh 44131 (800) 870-5521 EIN:46-5423362 Plan Admin:Anthony Warren

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameRATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY89 / 91 Assets BOY/EOY$5,670,269 / $4,915,709	2022	RATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN - Plan #001	89 / 91	$5,670,269 / $4,915,709
2022	Plan NameRATHBONE GROUP, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY70 / 76 Assets BOY/EOY$608,250 / $1,439,780	2022	RATHBONE GROUP, LLC CASH BALANCE PLAN - Plan #003	70 / 76	$608,250 / $1,439,780
2022	Plan NameRATHBONE GROUP, LLC PROFIT SHARING PLAN Plan #002 Participants BOY/EOY69 / 78 Assets BOY/EOY$0 / $551,894	2022	RATHBONE GROUP, LLC PROFIT SHARING PLAN - Plan #002	69 / 78	$0 / $551,894
2021	Plan NameRATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY90 / 89 Assets BOY/EOY$4,530,093 / $5,670,269	2021	RATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN - Plan #001	90 / 89	$4,530,093 / $5,670,269
2020	Plan NameRATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY81 / 90 Assets BOY/EOY$3,689,317 / $4,530,093	2020	RATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN - Plan #001	81 / 90	$3,689,317 / $4,530,093
2019	Plan NameRATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY72 / 81 Assets BOY/EOY$2,590,469 / $3,689,317	2019	RATHBONE GROUP, LLC 401(K) & PROFIT SHARING PLAN - Plan #001	72 / 81	$2,590,469 / $3,689,317