How big is RT Financial LLC's plan?

RT Financial LLC's plan reported $648K in assets and 5 participants for 2024.

Original filing (PDF)20250930141917NAL0013356304001

RT Financial LLC

Name: RT Financial LLC — Atlas Wealth Advisers 401(k) Plan, Form 5500 (2024)
Creator: RT Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlas Wealth Advisers 401(k) Plan

401(k) retirement plan · RT Financial LLC's Atlas Wealth Advisers 401(k) Plan held $648K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

People on this filing

Scott J. Richardson signed RT Financial LLC's 2024 Form 5500 as plan administrator.

Scott J. Richardson — 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

RT Financial LLC's EIN is 82-2023039.

EIN 82-2023039

Plan number 001

Plan year 2024

ACK ID 20250930141917NAL0013356304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RT Financial 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 RT FINANCIAL 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