Rtr Financial Services Inc. 401(k) Plan: Login, Facts & Contact Information
Rtr Financial Services Inc. 401(k) Login
88 former Rtr Financial Services Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Rtr Financial Services Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 7, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.37 million went into the plan in contributions, $154,019 of it from the employer (11%).
- $855,074 was paid out to participants.
- Investment and other income added $1.09 million.
- Administrative expenses were $57,601, about $191 per account.
How the Rtr Financial Services Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 236 | $3.21 million | $69,203 | $107,196 |
| 2020 | 247 | $4.18 million | $76,468 | $131,839 |
| 2021 | 263 | $5.15 million | $92,973 | $436,524 |
| 2022 | 238 | $4.78 million | $124,792 | $179,218 |
| 2023 | 265 | $6.88 million | $161,166 | $207,137 |
| 2024 | 337 | $8.43 million | $154,019 | $855,074 |
Rtr Financial Services Inc. 401(k) Contact Information
Questions about the Rtr Financial Services Inc. 401(k)
Does Rtr Financial Services Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $154,019, 11% of all contributions.
Does the Rtr Financial Services Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Rtr Financial Services Inc 401(k) plan?
337 participants at the start of plan year 2024, 216 of them active employees, and 88 former employees who still had money in the plan.
What is the average 401(k) balance at Rtr Financial Services Inc?
About $28,023 per account: $8.43 million in plan assets across 301 accounts with a balance at the end of plan year 2024.
Who manages the Rtr Financial Services Inc 401(k) accounts?
Paychex (listed on the filing as PAYCHEX, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Rtr Financial Services Inc. How do I access my 401(k)?
Your account stays with Paychex after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.