How big is The Retirement Advisor University I's plan?

The Retirement Advisor University I's plan reported $669K in assets and 12 participants for 2024.

Original filing (PDF)20250722145412NAL0002923089001

The Retirement Advisor University I

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

Form 5500-SF

FILING_RECEIVED

The Retirement Advisor University Inc. 401(k) Plan

401(k) retirement plan · The Retirement Advisor University I's The Retirement Advisor University Inc. 401(k) Plan held $669K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

People on this filing

Diane Barstein signed The Retirement Advisor University I's 2024 Form 5500 as plan administrator.

Diane Barstein — 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

The Retirement Advisor University I's EIN is 27-1219777.

EIN 27-1219777

Plan number 002

Plan year 2024

ACK ID 20250722145412NAL0002923089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Retirement Advisor University I's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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.

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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

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).

Plan sponsor

Name

THE RETIREMENT ADVISOR UNIVERSITY I

EIN

all filings

Address

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

Phone

(999) 999-9999

Industry

Educational Services

Plan administrator