How big is RTA, Inc.'s plan?

RTA, Inc.'s plan reported $524K in assets and 3 participants for 2023.

Original filing (PDF)20241008230707NAL0035398978001

RTA, Inc.

Name: RTA, Inc. — RTA, Inc. Cash Balance Plan, Form 5500 (2023)
Creator: RTA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RTA, Inc. Cash Balance Plan

Defined-benefit pension plan · RTA, Inc.'s RTA, Inc. Cash Balance Plan held $524K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

Plan identifiers

RTA, Inc.'s EIN is 45-3232654.

EIN 45-3232654

Plan number 002

Plan year 2023

ACK ID 20241008230707NAL0035398978001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for RTA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

RTA, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RTA, INC.

EIN

all filings

Address

261 MONROE AVENUE · KENILWORTH, NJ · 07033

Phone

(646) 774-1856

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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