Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Rpa Financial LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Rpa Financial LLC is named as a service provider on the Schedule C of 103 retirement plans with 100 or more participants for plan year 2024, covering 130,600 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.6M. Per plan, the median was $35.68 per participant, with the middle half of plans between $8.94 and $108. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Michigan (16), California (13) and North Carolina (12).
In 2018 it appeared on 10 such filings; in 2024, 102. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $8.94 | $35.68 | $108 |
| Compensation as a share of plan net assets | 0.04% | 0.09% | 0.22% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Edustaff, LLC 401(k) Plan | Edustaff, LLC | MI | 56,927 | $9.9M | $254 |
| Viasat, Inc. 401(k) Profit Sharing Plan | Viasat, Inc. | CA | 6,051 | $1.17B | $60K |
| Choice Pooled Employer Plan I | Administrative Group, LLC DBA Transamerica Fiduciary Services | TN | 5,853 | $47.0M | $37K |
| U.S. Lumber Group, LLC 401(k) Plan | U.S. Lumber Group LLC | GA | 4,290 | $214M | $72K |
| Nyx, Inc. & Affiliates 401(k) Plan | Nyx, Inc. | MI | 3,952 | $50.8M | $42K |
| Fellowship of Christian Athletes RETIREMENT/401(K) Plan | Fellowship of Christian Athletes | MO | 3,366 | $118M | $88K |
| Choice Pooled Employer Plan III | Administrative Group, LLC DBA Transamerica Fiduciary Services | IA | 3,224 | $53.0M | $829 |
| Athens Services 401(k) Profit Sharing Plan | Athens Services | CA | 2,672 | $122M | $101K |
| White River Health System 401(k) Plan | White River Health System, Inc. | AR | 1,861 | $105M | $18K |
| Point Quest, Inc. 401(k) Plan & Trust | Point Quest, Inc. | CA | 1,633 | $8.8M | $52K |
| Lee Company 401(k) Plan | Lee Company | TN | 1,613 | $68.7M | $50K |
| S&me, Inc. 401(k) Plan | S&me, Inc. | NC | 1,510 | $118M | $54K |
| Platinum Equity 401(k) Plan | Platinum Equity, LLC | CA | 1,386 | $313M | $40K |
| Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan | Atlantic Corporation of Wilmington, Inc. | NC | 1,262 | $178M | $8,077 |
| Mental Health Cooperative Retirement Plan | Mental Health Cooperative Inc. | TN | 1,244 | $52.8M | $77K |
| Southern Champion Tray, LP 401(k) Savings and Retirement Plan | Southern Champion Tray, L P | TN | 1,242 | $55.4M | $4,822 |
| Baker & Taylor Retirement Savings Plan | Baker & Taylor, LLC | NC | 1,195 | $73.1M | $37K |
| Creative Dining Services, Inc. Retirement Savings Plan | Creative Dining Services, Inc. | MI | 1,156 | $18.5M | $26K |
| Diakonia Group, LLC 401(k) Profit Sharing Plan | Diakonia Group, LLC | TN | 907 | $33.9M | $33K |
| World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan | World Choice Investments, LLC & Great Choice Investments, LLC | TN | 855 | $7.2M | $2,751 |
| Inovar Packaging Group, LLC 401(k) Profit Sharing Plan | Inovar Packaging Group, LLC | TX | 847 | $40.3M | $129K |
| Investors Title Company and Affiliates 401(k) Plan | Investors Title Insurance Company | NC | 840 | $73.0M | $100K |
| Lifecare Home Health Family 401(k) Retirement Plan | Lifecare Home Health Intermediate Sub LLC | TX | 827 | $2.7M | $1,082 |
| Gentherm Retirement Savings Plan | Gentherm Incorporated | MI | 803 | $61.8M | $60K |
| Hill Valley 401(k) Plan | Hill Valley Healthcare, LLC | NY | 775 | $3.5M | $1,297 |
| Auto Mall 46, Inc. 401(k) Plan | Auto Mall 46, Inc. | NJ | 771 | $4.1M | $1,644 |
| Toli Management Corp. DBA McDonald's 401(k) Plan | Toli Management Corp. DBA McDonald's | NY | 770 | $1.3M | $274 |
| Regal Marine 401(k) Retirement Plan | Regal Marine Industries, Inc. | FL | 737 | $30.1M | $38K |
| American Incorporated 401(k) Plan | American Incorporated | CA | 734 | $38.0M | $64K |
| Joe Gibbs Racing 401(k) Savings Plan | Joe Gibbs Racing, LLC | NC | 652 | $80.8M | $74K |
| Furnitureland South, Inc. 401(k) Plan | Furnitureland South, Inc. | NC | 652 | $38.8M | $34K |
| Enthusiast Enterprises 401(k) Plan | Enthusiast Enterprises, Inc. | WI | 602 | $11.9M | $8,335 |
| Madera Residential 401(k) Plan | Madera Residential | TX | 547 | $8.2M | $2,855 |
| Netplanner Systems, Inc. 401(k) Plan | Netplanner Systems, Inc. | GA | 545 | $12.3M | $31K |
| Masis Staffing 401(k) Plan | Masis Staffing Solutions LLC | MA | 545 | $76K | $1 |
| Smith Gardens 401(k) Plan | Smith Gardens, Inc. | WA | 536 | $13.1M | $36K |
| 603 Healthcare 401(k) Plan | 603 Healthcare LLC | NY | 507 | $490K | $23 |
| Olympia Orthopaedic Associates, PLLC 401(k) Plan | Olympia Orthopaedic Associates, PLLC | WA | 489 | $52.8M | $12K |
| Madison Capital Group Holdings, LLC 401(k) Plan | Madison Capital Group Holdings, LLC | NC | 484 | $6.0M | $13K |
| Blue Trust Inc. Retirement Plan | Blue Trust Inc. | GA | 483 | $36.3M | $53K |
Questions and answers
How many plans does Rpa Financial LLC serve?
103 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Rpa Financial LLC?
The median plan reported $35.68 per participant in direct and indirect compensation (103 plans reporting an amount), or 0.09% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (82 plans), Recordkeeping and information management (10 plans), Trustee (bank, trust company, or similar financial institution) (10 plans) and Other services (10 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.