How big is Relational Advisors' plan?

Relational Advisors' plan reported $670K in assets and 11 participants for 2024.

Original filing (PDF)20250707151116NAL0002063667001

Relational Advisors

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

Form 5500-SF

FILING_RECEIVED

Relational Advisors Retirement Savings Plan

401(k) retirement plan · Relational Advisors' Relational Advisors Retirement Savings Plan held $670K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

Plan identifiers

Relational Advisors' EIN is 85-1177488.

EIN 85-1177488

Plan number 001

Plan year 2024

ACK ID 20250707151116NAL0002063667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Relational Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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