How big is Retirement Planners and Administrators, Inc.'s plan?

Retirement Planners and Administrators, Inc.'s plan reported $5.0M in assets and 36 participants for 2023.

Original filing (PDF)20240909100235NAL0002314035001

Retirement Planners and Administrators, Inc.

Name: Retirement Planners and Administrators, Inc. — Form 5500 Plan 001 (2023)
Creator: Retirement Planners and Administrators, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Planners & Administrators, Inc. 401(k) Plan

401(k) retirement plan · Retirement Planners and Administrators, Inc.'s Retirement Planners & Administrators, Inc. 401(k) Plan held $5.0M in plan assets for 36 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Retirement Planners and Administrators, Inc.'s EIN is 62-1038805.

EIN 62-1038805

Plan number 001

Plan year 2023

ACK ID 20240909100235NAL0002314035001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Retirement Planners and Administrators, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Retirement Planners and Administrators, Inc.'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 RETIREMENT PLANNERS AND ADMINISTRATORS, INC..

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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