How big is Retirement Advisors' plan?

Retirement Advisors' plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250718145442NAL0003235858001

Retirement Advisors

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

Form 5500-SF

FILING_RECEIVED

Retirement Advisors Retirement Trust

401(k) retirement plan · Retirement Advisors' Retirement Advisors Retirement Trust held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Robert M. Pulit signed Retirement Advisors' 2024 Form 5500 as plan administrator.

Robert M. Pulit — 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

Retirement Advisors' EIN is 25-1846672.

EIN 25-1846672

Plan number 001

Plan year 2024

ACK ID 20250718145442NAL0003235858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off