How big is Real Wealth Advisors, LLC's plan?

Real Wealth Advisors, LLC's plan reported $230K in assets and 4 participants for 2024.

Original filing (PDF)20250508075329NAL0017687280001

Real Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Real Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Real Wealth Advisors, LLC's Real Wealth Advisors, LLC 401(k) Plan held $230K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Don Mathias signed Real Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Don Mathias — 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

Real Wealth Advisors, LLC's EIN is 87-3983138.

EIN 87-3983138

Plan number 001

Plan year 2024

ACK ID 20250508075329NAL0017687280001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Real Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, 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 REAL WEALTH ADVISORS, 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