How big is Ricketts Financial LLC's plan?

Ricketts Financial LLC's plan reported $280K in assets and 4 participants for 2024.

Original filing (PDF)20250710095507NAL0003970419001

Ricketts Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Ricketts Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ricketts Financial LLC's Ricketts Financial LLC 401(k) Profit Sharing Plan & Trust held $280K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

People on this filing

C. McCauley Ricketts signed Ricketts Financial LLC's 2024 Form 5500 as plan administrator.

C. McCauley Ricketts — 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

Ricketts Financial LLC's EIN is 85-1630921.

EIN 85-1630921

Plan number 001

Plan year 2024

ACK ID 20250710095507NAL0003970419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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