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  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Rpoa Advisors

EIN 27-4062228-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$40.4M assets
Health & Benefits
1
$2.1M premiums
Participants
345
2820 DALLAS PARKWAY - PLANO, TX 75093469-246-3635
Plans on this EIN
3 filings
#002ESOP-$26.5M - 92 part#001401(k)-$13.9M - 143 part#501Fully insured-$2.1M - 259 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $40.4M assets / 235 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$26.5M
  • 401(K) P/S PLAN (#001)$13.9M
Total $40.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)143
  • EMPLOYEE STOCK OWNERSHIP (#002)92
Total 235Select a row to open it

Benefits portfolio analytics

1 plan / $2.1M premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Life$2.1M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • +2 more
Total $2.1M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.5M
Participants92
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

RPOA ADVISORS, INC. 401(K) P/S PLAN

401(k)

Assets$13.9M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

RPOA ADVISORS HEALTH AND WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives259
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLANESOP$26.5M922025
#001RPOA ADVISORS, INC. 401(K) P/S PLAN401(k)$13.9M1432025
  • RETIREMENT PLANNERS OF AMERICA EMPLOYEE STOCK OWNERSHIP PLAN$26.5M
    #002 · ESOP · 202592
  • RPOA ADVISORS, INC. 401(K) P/S PLAN$13.9M
    #001 · 401(k) · 2025143

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501RPOA ADVISORS HEALTH AND WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M2592025
  • RPOA ADVISORS HEALTH AND WELFARE PLAN$2.1M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025259
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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