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RELATIONAL ADVISORS

EIN 85-1177488-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
12
5151 CALIFORNIA AVENUE, SUITE 100 - IRVINE, CA 92617949-449-2002relational.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.0M - 12 part

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Retirement#001

RELATIONAL ADVISORS RETIREMENT SAVINGS PLAN

401k

Assets$1.0M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RELATIONAL ADVISORS RETIREMENT SAVINGS PLAN401k$1.0M122025
Retirement plans
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