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RTA & ASSOCIATES FINANCIAL SERVICES INC.

EIN 95-4098571-investment banking-Latest filing 2024
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
4
701 N. BRAND BLVD., SUITE 830 - GLENDALE, CA 91203818-637-7836LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001TraditionalDB-$2.6M - 4 part

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Retirement#001

RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.6M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RICHARD T. ADAMS JR. DEFINED BENEFIT PENSION PLANTraditionalDB$2.6M42024
Retirement plans
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