Assets by plan
Share of aggregate retirement assets
71%top
Filings through .
Sponsor portfolio
RM Advisory LLC
EIN 33-2394145Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$62.2M assets
Welfare
1
$290K premiums
Participants
1,028
9780 S MERIDIAN BLVD. SUITE 500 - ENGLEWOOD, CO 80112303-721-6131
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $62.2M assets / 771 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $290K premiums / 256 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$140K
- Life$131K
- Short-term disability$131K
- Long-term disability$131K
- Other$131K
- Vision$19K
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE GET RICHEY IF YOU MAY WITH OUR 401K PLAN
401(k)
Assets$44.3M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RM ADVISORY, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$17.9M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RM ADVISORY LLC EMPLOYEE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$290K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GET RICHEY IF YOU MAY WITH OUR 401K PLAN | 401(k) | $44.3M | 461 | 2025 | |
| 002 | RM ADVISORY, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $17.9M | 310 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RM ADVISORY LLC EMPLOYEE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $290K | 256 | 2025 |
Retirement plans
Welfare plans