How big is The Retirement Team, Inc.'s plan?

The Retirement Team, Inc.'s plan reported $56K in assets and 1 participants for 2024.

Original filing (PDF)20250113143426NAL0018365745001

The Retirement Team, Inc.

Name: The Retirement Team, Inc. — The Retirement Team, Form 5500 (2024)
Creator: The Retirement Team, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Retirement Team, Inc. 401(k) Plan

401(k) retirement plan · The Retirement Team, Inc.'s The Retirement Team, Inc. 401(k) Plan held $56K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Deborah Aboudara signed The Retirement Team, Inc.'s 2024 Form 5500 as plan administrator.

Deborah Aboudara — 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

The Retirement Team, Inc.'s EIN is 20-1035131.

EIN 20-1035131

Plan number 002

Plan year 2024

ACK ID 20250113143426NAL0018365745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Retirement Team, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

THE RETIREMENT TEAM, INC.

EIN

all filings

Address

164 S. MAIN STREET SUITE 609 · HIGH POINT, NC · 27260

Phone

(336) 841-1005

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator