How big is Retreat Inc.'s plan?

Retreat Inc.'s plan reported $1.3M in assets and 74 participants for 2024.

Original filing (PDF)20251015145738NAL0009890946001

Retreat Inc.

Name: Retreat Inc. — 403(b) Thrift Plan of Retreat Inc., Form 5500 (2024)
Creator: Retreat Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan of Retreat Inc.

Defined-contribution retirement plan · Retreat Inc.'s 403(b) Thrift Plan of Retreat Inc. held $1.3M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Julia Smith signed Retreat Inc.'s 2024 Form 5500 as plan administrator.

Julia Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Retreat Inc.'s EIN is 11-2862256.

EIN 11-2862256

Plan number 001

Plan year 2024

ACK ID 20251015145738NAL0009890946001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Retreat Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Retreat Inc.'s plan includes ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETREAT INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score