How big is Retirement Insurance Specialists' plan?

Retirement Insurance Specialists' plan reported $308K in assets and 1 participants for 2024.

Original filing (PDF)20250630180406NAL0012114689001

Retirement Insurance Specialists

Name: Retirement Insurance Specialists — RIS 401(k), Form 5500 (2024)
Creator: Retirement Insurance Specialists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RIS 401(k)

401(k) retirement plan · Retirement Insurance Specialists' RIS 401(k) held $308K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

People on this filing

Shirley Horner signed Retirement Insurance Specialists' 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Insurance Specialists' EIN is 27-2275111.

EIN 27-2275111

Plan number 001

Plan year 2024

ACK ID 20250630180406NAL0012114689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Insurance 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

Above-average plan

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

Knocking points off