How big is Retirement Wealth Partners LLC's plan?

Retirement Wealth Partners LLC's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250730123618NAL0004711777001

Retirement Wealth Partners LLC

Name: Retirement Wealth Partners LLC — Retirement Wealth, Form 5500 (2024)
Creator: Retirement Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Wealth Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Retirement Wealth Partners LLC's Retirement Wealth Partners LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Retirement Wealth Partners LLC's EIN is 84-4657254.

EIN 84-4657254

Plan number 001

Plan year 2024

ACK ID 20250730123618NAL0004711777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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