How big is RIA Systems, LLC's plan?

RIA Systems, LLC's plan reported $398K in assets and 6 participants for 2024.

Original filing (PDF)20250826125207NAL0008518705001

RIA Systems, LLC

Name: RIA Systems, LLC — RIA Systems, LLC 401(k) Plan, Form 5500 (2024)
Creator: RIA Systems, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RIA Systems, LLC 401(k) Plan

401(k) retirement plan · RIA Systems, LLC's RIA Systems, LLC 401(k) Plan held $398K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$398K

Net assets (EOY)

$398K

People on this filing

ROD Ehrlich signed RIA Systems, LLC's 2024 Form 5500 as plan administrator.

ROD Ehrlich — 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

RIA Systems, LLC's EIN is 82-3584523.

EIN 82-3584523

Plan number 001

Plan year 2024

ACK ID 20250826125207NAL0008518705001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RIA Systems, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIA SYSTEMS, 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