Original filing (PDF)20250930141917NAL0013356304001

RT FINANCIAL LLC

Name: RT FINANCIAL LLC — ATLAS WEALTH ADVISERS 401(K) PLAN, Form 5500 (2024)
Creator: RT FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

ATLAS WEALTH ADVISERS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

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 average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

RT FINANCIAL LLC

EIN

82-2023039all filings

Address

2921 LANDMARK PLACE · SUITE 225 · MADISON, WI · 53713

Phone

(608) 827-8881

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FRANDSEN MORRILL ADVISORS

FRANDSEN MORRILL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

$648K · 6 participants

NEARY GROUP LLC

NEARY GROUP LLC 401K AND PROFIT SHARING PLAN

$648K · 5 participants

NAUTILUS WEALTH MANAGEMENT, LLC

NAUTILUS WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

$649K · 3 participants

ENZI WEALTH

ENZI WEALTH 401(K) PLAN

$648K · 7 participants

WAZNIK HEIKE GROUP, LLC

WAZNIK HEIKE GROUP, LLC 401(K) SAVINGS PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.