How big is RTO PA's plan?

RTO PA's plan reported $1.3M in assets and 12 participants for 2024.

Original filing (PDF)20250527145621NAL0011321168001

RTO PA

Name: RTO PA — Riitters Thompson & Olson P.A. 401(k) Plan, Form 5500 (2024)
Creator: RTO PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Riitters Thompson & Olson P.A. 401(k) Plan

401(k) retirement plan · RTO PA's Riitters Thompson & Olson P.A. 401(k) Plan held $1.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Troy Olson signed RTO PA's 2024 Form 5500 as plan administrator.

Troy Olson — 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

RTO PA's EIN is 41-1737335.

EIN 41-1737335

Plan number 001

Plan year 2024

ACK ID 20250527145621NAL0011321168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RTO PA's 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

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.

Plan sponsor

Name

RTO PA

EIN

all filings

Address

16403 HAVEN ROAD · LITTLE FALLS, MN · 56345

Phone

(320) 632-3646

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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