How big is Retirement Resources, LLC's plan?

Retirement Resources, LLC's plan reported $1.9M in assets and 4 participants for 2024.

Original filing (PDF)20250721120533NAL0003655138001

Retirement Resources, LLC

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

Form 5500-SF

FILING_RECEIVED

The Retirement Resources Cash Balance Plan

Defined-benefit pension plan · Retirement Resources, LLC's The Retirement Resources Cash Balance Plan held $1.9M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

DAVE Boike signed Retirement Resources, LLC's 2024 Form 5500 as plan administrator.

DAVE Boike — 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 Resources, LLC's EIN is 27-1158457.

EIN 27-1158457

Plan number 002

Plan year 2024

ACK ID 20250721120533NAL0003655138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Resources, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score