How big is RIA'S, LLC's plan?

RIA'S, LLC's plan reported $57K in assets and 18 participants for 2024.

Original filing (PDF)20251013155535NAL0000790723004

RIA'S, LLC

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

Form 5500-SF

FILING_RECEIVED

RIA'S, LLC 401(k) Plan

401(k) retirement plan · RIA'S, LLC's RIA'S, LLC 401(k) Plan held $57K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

Plan identifiers

RIA'S, LLC's EIN is 84-2924340.

EIN 84-2924340

Plan number 001

Plan year 2024

ACK ID 20251013155535NAL0000790723004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RIA'S, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

RIA'S, LLC

EIN

all filings

Address

64 CRYSTAL BROOK ROAD · WOLCOTT, CT · 06716

Phone

(203) 648-0458

Industry

Accommodation & Food 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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