Original filing (PDF)20250722145412NAL0002923089001

THE RETIREMENT ADVISOR UNIVERSITY I

Name: THE RETIREMENT ADVISOR UNIVERSITY I — THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN, Form 5500 (2024)
Creator: THE RETIREMENT ADVISOR UNIVERSITY I

Form 5500-SF

FILING_RECEIVED

THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE RETIREMENT ADVISOR UNIVERSITY I

EIN

27-1219777

Address

4514 MAIN ST · APT 1036 · JUPITER, FL · 334580000

Phone

(999) 999-9999

Industry

Educational Servicessee all

Plan administrator