How big is Rivertowne Advisors LLC's plan?

Rivertowne Advisors LLC's plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20250721123519NAL0000587619001

Rivertowne Advisors LLC

Name: Rivertowne Advisors LLC — Rivertowne Advisors LLC, Form 5500 (2024)
Creator: Rivertowne Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rivertowne Advisors LLC 401(k) Plan

401(k) retirement plan · Rivertowne Advisors LLC's Rivertowne Advisors LLC 401(k) Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Peter Loncar signed Rivertowne Advisors LLC's 2024 Form 5500 as plan administrator.

Peter Loncar — 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

Rivertowne Advisors LLC's EIN is 47-4536584.

EIN 47-4536584

Plan number 001

Plan year 2024

ACK ID 20250721123519NAL0000587619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rivertowne Advisors LLC'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 RIVERTOWNE ADVISORS LLC.

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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