How big is RTA, Inc.'s plan?

RTA, Inc.'s plan reported $7.6M in assets and 41 participants for 2024.

Original filing (PDF)20250710120049NAL0006569665001

RTA, Inc.

Name: RTA, Inc. — RTA, Inc. 401(k) P/S Plan, Form 5500 (2024)
Creator: RTA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RTA, Inc. 401(k) P/S Plan

401(k) retirement plan · RTA, Inc.'s RTA, Inc. 401(k) P/S Plan held $7.6M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Douglas J. Abernethy signed RTA, Inc.'s 2024 Form 5500 as plan administrator.

Douglas J. Abernethy — 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

RTA, Inc.'s EIN is 84-0773499.

EIN 84-0773499

Plan number 001

Plan year 2024

ACK ID 20250710120049NAL0006569665001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RTA, 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 RTA, INC..

Finding similar companies…

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.

Plan sponsor

Name

RTA, INC.

EIN

all filings

Address

19 SOUTH TEJON STREET · SUITE 300 · COLORADO SPRINGS, CO · 80903

Phone

(719) 471-7566

Industry

Professional & Technical Services

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

2025-07-10

Pension benefit codes

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Heltzelhaus, Inc.

Heltzelhaus, Inc. Profit Sharng Plan

$7.6M · 8 participants

Gabellini Sheppard Associates LLP

Gabellini Sheppard Associates LLP 401(k) Savings Plan

$7.6M · 19 participants

Barker Rinker Seacat Architecture P.C.

Barker Rinker Seacat Architecture P.C. 401(k) Plan

$7.6M · 40 participants

Urbahn Architects PLLC

Urbahn Architects PLLC Employee Savings and Protection Plan

$7.6M · 86 participants

Chipman Design Architecture Inc.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.