How big is RTD Financial Advisors, Inc.'s plan?

RTD Financial Advisors, Inc.'s plan reported $12.6M in assets and 40 participants for 2024.

Original filing (PDF)20250613125437NAL0013607459001

RTD Financial Advisors, Inc.

Name: RTD Financial Advisors, Inc. — RTD Financial, Form 5500 (2024)
Creator: RTD Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RTD Financial Advisors, Inc. 401(k) Plan

401(k) retirement plan · RTD Financial Advisors, Inc.'s RTD Financial Advisors, Inc. 401(k) Plan held $12.6M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

Plan identifiers

RTD Financial Advisors, Inc.'s EIN is 22-2446145.

EIN 22-2446145

Plan number 001

Plan year 2024

ACK ID 20250613125437NAL0013607459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RTD Financial Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RTD FINANCIAL ADVISORS, 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