How big is RTI Wealth Management LLC's plan?

RTI Wealth Management LLC's plan reported $603K in assets and 3 participants for 2024.

Original filing (PDF)20250911095727NAL0000159587001

RTI Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

RTI Wealth Management LLC 401(k) Plan

401(k) retirement plan · RTI Wealth Management LLC's RTI Wealth Management LLC 401(k) Plan held $603K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

Plan identifiers

RTI Wealth Management LLC's EIN is 85-3965024.

EIN 85-3965024

Plan number 001

Plan year 2024

ACK ID 20250911095727NAL0000159587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RTI Wealth Management 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 RTI WEALTH MANAGEMENT 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