$224.9M Total AUM
$224.9M Disc. AUM
2.2% 3Y CAGR
6 Employees
278 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide · Reliance Trust Company · SEI · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2018
- Office Locations
- 1
Office Locations
124 Dorchester Square Suite B Westerville OH
About Retirement Plans, Inc.
Retirement Plans, Inc. (Westerville, OH) designs and services 401(k), profit-sharing and other defined contribution plans for employers, combining plan setup/enhancement, participant support and annual compliance administration in one place. The firm pairs tailored plan features with investment-selection tools and primarily builds portfolios using ETFs. Serves plan sponsors across 18 states with dedicated sponsor and investor portals.
Team overview
50 AVG AGE
$224.9M AVG AUM / ADVISOR
$809.0K AVG AUM / CLIENT
8.5 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Technology
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Owner & Executives
RICHARD THOMAS RITTER
Chief Compliance Officer, President
- CRD
- #2706738
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,910,818 | $809,032 |
| Non-Discretionary | $0 | -- |
| Total | $224,910,818 | $809,032 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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