How big is RPA Wealth Management's plan?

RPA Wealth Management's plan reported $513K in assets and 4 participants for 2024.

Original filing (PDF)20251013140212NAL0000685539001

RPA Wealth Management

Name: RPA Wealth Management — Evermont Wealth 401(k) Plan, Form 5500 (2024)
Creator: RPA Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evermont Wealth 401(k) Plan

401(k) retirement plan · RPA Wealth Management's Evermont Wealth 401(k) Plan held $513K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

People on this filing

Richard Tatum signed RPA Wealth Management's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

RPA Wealth Management's EIN is 46-3157587.

EIN 46-3157587

Plan number 001

Plan year 2024

ACK ID 20251013140212NAL0000685539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RPA Wealth Management'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 RPA WEALTH MANAGEMENT.

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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