Original filing (PDF)20251014184123NAL0004734096001

RTA & ASSOCIATES FINANCIAL SERVICES INC.

Name: RTA & ASSOCIATES FINANCIAL SERVICES INC. — RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: RTA & ASSOCIATES FINANCIAL SERVICES INC.

Form 5500-SF

FILING_RECEIVED

RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RTA & ASSOCIATES FINANCIAL SERVICES INC..

Plan sponsor

Name

RTA & ASSOCIATES FINANCIAL SERVICES INC.

EIN

95-4098571

Address

701 N. BRAND BLVD., SUITE 830 · GLENDALE, CA · 91203

Phone

(818) 637-7836

Industry

Finance & Insurancesee all

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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