How big is Retirement & 401(k) Plan Advisors, LLC's plan?

Retirement & 401(k) Plan Advisors, LLC's plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250903094039NAL0015237009001

Retirement & 401(k) Plan Advisors, LLC

Name: Retirement & 401(k) Plan Advisors, LLC — Form 5500 Plan 001 (2024)
Creator: Retirement & 401(k) Plan Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Leverenz Retirement Plan

401(k) retirement plan · Retirement & 401(k) Plan Advisors, LLC's Scott Leverenz Retirement Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Retirement & 401(k) Plan Advisors, LLC's EIN is 45-3973159.

EIN 45-3973159

Plan number 001

Plan year 2024

ACK ID 20250903094039NAL0015237009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Retirement & 401(k) Plan Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement & 401(k) Plan Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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