How big is RETA Trust's plan?

RETA Trust's plan reported $2.8M in assets and 4 participants for 2024.

Original filing (PDF)20250424154712NAL0016856450001

RETA Trust

Name: RETA Trust — RETA Trust 401(k) Plan, Form 5500 (2024)
Creator: RETA Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RETA Trust 401(k) Plan

401(k) retirement plan · RETA Trust's RETA Trust 401(k) Plan held $2.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Aruna Silva signed RETA Trust's 2024 Form 5500 as plan administrator.

Aruna Silva — 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

RETA Trust's EIN is 94-2329720.

EIN 94-2329720

Plan number 001

Plan year 2024

ACK ID 20250424154712NAL0016856450001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RETA Trust's plan includes 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 RETA TRUST.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

RETA TRUST

EIN

all filings

Address

2121 N. CALIFORNIA BLVD STE 350 · WALNUT CREEK, CA · 94596

Phone

(608) 347-4897

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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