How big is Retirement Solutions Specialists' plan?

Retirement Solutions Specialists' plan reported $2.3M in assets and 30 participants for 2024.

Original filing (PDF)20251010110620NAL0004530947001

Retirement Solutions Specialists

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

Form 5500-SF

FILING_RECEIVED

Retirement Solutions Specialists 401(k) Plan

401(k) retirement plan · Retirement Solutions Specialists' Retirement Solutions Specialists 401(k) Plan held $2.3M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Retirement Solutions Specialists' EIN is 27-0293282.

EIN 27-0293282

Plan number 001

Plan year 2024

ACK ID 20251010110620NAL0004530947001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Solutions Specialists' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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