Retirement Plans, Inc.
● SEC registered since 2022CRD 286214SEC# 801-123069Westerville, OH
Reg. AUM
$224.9M
Employees
6
Accounts
278
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 $224.9 million in regulatory assets under management and employs 6 people.
Retirement Plans, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Thomas Ritter Control | President/Cco | Over 75% | 2011 |
Frequently asked questions
How much does Retirement Plans, Inc. manage?
Retirement Plans, Inc. reports $224.9 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
| Address | 124 Dorchester Square, Suite B, Westerville, OH 43081 |
| Phone | 614-339-1910 |
| Fax | 614-392-2850 |
| Office hours | 9:00 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.9M▼ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$224.9Mregulatory AUM
Discretionary $224.9M