Original filing (PDF)20250908163623NAL0032897968001

RETIRE ONCE FINANCIAL MANAGEMENT

Name: RETIRE ONCE FINANCIAL MANAGEMENT — RETIRE ONCE FINANCIAL MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: RETIRE ONCE FINANCIAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

RETIRE ONCE FINANCIAL MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$501K

Net assets (EOY)

$501K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETIRE ONCE FINANCIAL MANAGEMENT.

Plan sponsor

Name

RETIRE ONCE FINANCIAL MANAGEMENT

EIN

27-1526219all filings

Address

9101 PHOENIX VILLAGE PARKWAY · O FALLON, MO · 63368

Phone

(636) 978-8850

Industry