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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Plans Inc
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|---|---|
| CRD # | 286214 |
| SEC # | 801-123069 |
| CIK # | |
| AUM | $247.9 M (2025-02-21) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 614-339-1910 |
| Address | 124 Dorchester Square Westerville, OH 43081 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 17.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 85 | 230.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 247.9 |
| By Discretionary | ||
| Discretionary | 268 | 247.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 268 | 247.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.9 | |
| Total | 268 | 247.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stonecrop Wealth Advisors LLC
✚
|
PA | 0.3 |
|
Russell Capital Management LLC
✚
|
KY | 0.3 |
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FWG Investments LLC
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|
KY | 0.3 |
|
KBC Holdings LLC
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|
0.2 | |
|
Cravens & Company Advisors LLC
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|
TN | 0.2 |
|
Maner Wealth LLC
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|
MI | 0.2 |
|
YIM Investment Management LLC
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|
HI | 0.2 |
|
Significant Wealth Partners LLC
✚
|
IL | 0.2 |
|
Peterson Financial Group Inc
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|
IA | 0.2 |
|
SIMS Investment Management LLC
✚
|
OH | 0.2 |