How big is Rettig Forgette Iller Adamson's plan?

Rettig Forgette Iller Adamson's plan reported $432K in assets and 4 participants for 2024.

Original filing (PDF)20250729152642NAL0001439139001

Rettig Forgette Iller Adamson

Name: Rettig Forgette Iller Adamson — Rettig Forgette, Form 5500 (2024)
Creator: Rettig Forgette Iller Adamson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rettig Forgette Iller Adamson LLP Profit Sharing Plan

401(k) retirement plan · Rettig Forgette Iller Adamson's Rettig Forgette Iller Adamson LLP Profit Sharing Plan held $432K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

People on this filing

G. Charley Charles Bowers signed Rettig Forgette Iller Adamson's 2024 Form 5500 as plan administrator.

G. Charley Charles Bowers — 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

Rettig Forgette Iller Adamson's EIN is 91-0988012.

EIN 91-0988012

Plan number 001

Plan year 2024

ACK ID 20250729152642NAL0001439139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rettig Forgette Iller Adamson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rettig Forgette Iller Adamson's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETTIG FORGETTE ILLER ADAMSON.

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