Form 5500 Search

RTD FINANCIAL ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
18
Active participants
13,638
Total plan assets
$1.4B
Filings (rows)
18
Direct comp
$1.3M
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant9
Broker6
Other3

Top plans served

All 18 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ADVOCARE, LLC
ADVOCARE, LLC 401(K) PROFIT SHARING PLAN
MARLTON, NJ
Broker
BROKER
2,721$418.8M$234K
ADVOCARE, LLC
ADVOCARE, LLC 401(K) PROFIT SHARING PLAN
MARLTON, NJ
Broker
BROKER
2,569$371.5M$244K
ADVOCARE, LLC
ADVOCARE, LLC 401(K) PROFIT SHARING PLAN
MARLTON, NJ
Broker
BROKER
2,331$301.2M$239K
PILOT AIR FREIGHT, LLC
PILOT AIR FREIGHT, LLC RETIREMENT SAVINGS PLAN
GLEN MILLS, PA
Advisor / Consultant
INVESTMENT ADVISOR
2,622$88.0M$60K
PRIMARY CARE PARTNERS, LLC
PCP/AHP/ABS 401(K) PROFIT SHARING PLAN
MORRIS PLAINS, NJ
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
439$45.1M$74K
PRIMARY CARE PARTNERS, LLC
PRIMARY CARE PARTNERS/ATLANTIC HEALTH PARTNERS 401(K) PROFIT SHARING PLAN
MORRIS PLAINS, NJ
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
406$39.9M$63K
PRIMARY CARE PARTNERS, LLC
PRIMARY CARE PARTNERS/ATLANTIC HEALTH PARTNERS 401(K) PROFIT SHARING PLAN
MORRIS PLAINS, NJ
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
393$31.7M$59K
PEDIATRIC AFFILIATES, P.A.
PEDIATRIC AFFILIATES, P.A. 401(K) PLAN
TOMS RIVER, NJ
Advisor / Consultant
INVESTMENT ADVISORY
157$22.9M$64K
PEDIATRIC AFFILIATES, P.A.
PEDIATRIC AFFILIATES, P.A. 401(K) PLAN
TOMS RIVER, NJ
Advisor / Consultant
INVESTMENT ADVISORY
155$21.7M$59K
WALTERS MANAGEMENT COMPANY, INC.
WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN
BARNEGAT, NJ
Advisor / Consultant
INVESTMENT ADVISOR
111$12.4M$34K
WALTERS MANAGEMENT COMPANY, INC.
WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN
BARNEGAT, NJ
Advisor / Consultant
INVESTMENT ADVISOR
100$11.6M$30K
PACKAGING MATTERS, LLC
PACKAGING MATTERS, LLC 401(K) PLAN
SOUTH SAN FRANCISCO, CA
Broker
BROKER
457$10.4M$35K
WALTERS MANAGEMENT COMPANY, INC.
WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN
BARNEGAT, NJ
Advisor / Consultant
INVESTMENT ADVISOR
82$9.6M$31K
PACKAGING MATTERS, LLC
PACKAGING MATTERS, LLC 401(K) PLAN
SOUTH SAN FRANCISCO, CA
Broker
BROKER
380$8.3M$21K
PENNY PLATE, LLC
PACKAGING MATTERS, LLC 401(K) PLAN
MOUNT LAUREL, NJ
Broker
BROKER
339$6.7M$27K
ARBRE GROUP HOLDING CORPORATION
AGH 401(K) PLAN
TRAPPE, MD
Other
RETAINED BY EMPLOYER
103$4.6M$17K
ARBRE GROUP HOLDING CORPORATION
AGH 401(K) PLAN
TRAPPE, MD
Other
RETAINED BY EMPLOYER
98$4.5M$18K
ARBRE GROUP HOLDING CORPORATION
AGH 401(K) PLAN
WALKERVILLE, MI
Other
RETAINED BY EMPLOYER
175$4.3M$20K