How big is Realta Wealth's plan?

Realta Wealth's plan reported $1.2M in assets and 31 participants for 2025.

Original filing (PDF)20260421125611NAL0002524801001

Realta Wealth

Name: Realta Wealth — Realta Wealth 401(k) Plan, Form 5500 (2025)
Creator: Realta Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Realta Wealth 401(k) Plan

401(k) retirement plan · Realta Wealth's Realta Wealth 401(k) Plan held $1.2M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Realta Wealth's EIN is 56-2456935.

EIN 56-2456935

Plan number 001

Plan year 2025

ACK ID 20260421125611NAL0002524801001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Realta Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Realta Wealth'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 REALTA WEALTH.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

REALTA WEALTH

EIN

all filings

Address

1201 N. ORANGE STREET, SUITE 729 · WILMINGTON, DE · 19801

Phone

(302) 543-2784

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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