How big is Retirement Income Solutions Inc.'s plan?

Retirement Income Solutions Inc.'s plan reported $13.5M in assets and 33 participants for 2024.

Original filing (PDF)20250529152442NAL0004903299001

Retirement Income Solutions Inc.

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

Form 5500-SF

FILING_RECEIVED

RIS 401(k) Profit Sharing Plan

401(k) retirement plan · Retirement Income Solutions Inc.'s RIS 401(k) Profit Sharing Plan held $13.5M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

People on this filing

Russell Holznagle signed Retirement Income Solutions Inc.'s 2024 Form 5500 as plan administrator.

Russell Holznagle — 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 Income Solutions Inc.'s EIN is 38-3143018.

EIN 38-3143018

Plan number 001

Plan year 2024

ACK ID 20250529152442NAL0004903299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Income Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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