Sponsor portfolio
REALTA WEALTH
EIN 56-2456935financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
40
1201 N. ORANGE STREET, SUITE 729 - WILMINGTON, DE 19801302-543-2784realtawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REALTA WEALTH 401(K) PLAN | 401k | $1.2M | 40 | 2025 |
Retirement plans