How big is Retireright Financial Planning's plan?

Retireright Financial Planning's plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20250603095305NAL0029340034001

Retireright Financial Planning

Name: Retireright Financial Planning — Retireright, Form 5500 (2024)
Creator: Retireright Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retireright Financial Planning 401(k) Plan

401(k) retirement plan · Retireright Financial Planning's Retireright Financial Planning 401(k) Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Cindy Settina signed Retireright Financial Planning's 2024 Form 5500 as plan administrator.

Cindy Settina — 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

Retireright Financial Planning's EIN is 84-3845684.

EIN 84-3845684

Plan number 001

Plan year 2024

ACK ID 20250603095305NAL0029340034001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retireright Financial Planning's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), 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 RETIRERIGHT FINANCIAL PLANNING.

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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