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Retirement Plans, Inc.

● SEC registered since 2022CRD 286214SEC# 801-123069Westerville, OH
Export (members)
Reg. AUM
$247.9M
Employees
6
Accounts
268
Location
Westerville, OH

Retirement Plans, Inc. assets under management

Retirement Plans, Inc. operates as an SEC-registered investment adviser based in Westerville, OH. The firm has been registered since 2022. It reports $247.9 million in regulatory assets under management and employs 6 people.
www.rpi401k.comView on SEC.gov ↗

Retirement Plans, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard Thomas Ritter ControlPresident/CcoOver 75%2011

Frequently asked questions

How much does Retirement Plans, Inc. manage?

Retirement Plans, Inc. reports $247.9 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Plans, Inc. have?

Retirement Plans, Inc. reports 6 employees.

Where is Retirement Plans, Inc. located?

Retirement Plans, Inc. is based in Westerville, OH and has been SEC-registered since 2022.

Does Retirement Plans, Inc. disclose fund performance?

Retirement Plans, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address124 Dorchester Square, Suite B, Westerville, OH 43081
Phone614-339-1910
Fax614-392-2850
Office hours9:00 - 4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$247.9M
Non-discretionary$0
Total (RAUM)$247.9M