How big is The Retirement GUYS Formula, LLC's plan?

The Retirement GUYS Formula, LLC's plan reported $788K in assets and 10 participants for 2025.

Original filing (PDF)20260428115215NAL0005351779001

The Retirement GUYS Formula, LLC

Name: The Retirement GUYS Formula, LLC — The Retirement, Form 5500 (2025)
Creator: The Retirement GUYS Formula, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Retirement GUYS Formula, LLC 401(k) Plan

401(k) retirement plan · The Retirement GUYS Formula, LLC's The Retirement GUYS Formula, LLC 401(k) Plan held $788K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

People on this filing

Karen Baker signed The Retirement GUYS Formula, LLC's 2025 Form 5500 as plan administrator.

Karen Baker — 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

The Retirement GUYS Formula, LLC's EIN is 46-3936421.

EIN 46-3936421

Plan number 001

Plan year 2025

ACK ID 20260428115215NAL0005351779001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Retirement GUYS Formula, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Retirement GUYS Formula, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE RETIREMENT GUYS FORMULA, LLC.

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THE RETIREMENT GUYS FORMULA, LLC

EIN

all filings

Address

1700 WOODLANDS DR · SUITE 100 · MAUMEE, OH · 43537

Phone

(419) 842-0550

Industry

Finance & Insurance

Plan administrator