RETIREMENT PLAN ADVISORS, LLC
CRD #122758 SEC #801-63261 CHICAGO, IL 312-701-1100
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
44
Clients
10
Accounts
8,148
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 2, 2025
- Branch Offices
- 28
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| DELFS, MARK, H | I | CHIEF INVESTMENT OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| FRANK, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEMPKER, VERNON, JUDE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| KISTNER, TAYLOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORPER, JAMES, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| ROBBINS, KIP, BARRY | I | CHIEF INVESTMENT OFFICER | NA | |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| STROPE, JAMIE, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, INC. | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT HOLDING COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| RETIREMENT PLAN ADVISORS GROUP, LLC | DE | PARENT COMPANY | E | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | PRESIDENT | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | C | Control |
| MCGRATH, CHRISTOPHER, JOSEPH | I | CHIEF OPERATIONS OFFICER | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | SECRETARY | C | Control |
| O'CONNOR, JAMES, THOMAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| O'CONNOR, JAMES, THOMAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| O'CONNOR, JAMES, THOMAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| O'CONNOR, JAMES, THOMAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| O'CONNOR, JAMES, THOMAS | I | CHIEF FINANCIAL OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | TREASURER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | TREASURER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | TREASURER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | TREASURER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| RETIREMENT PLAN ADVISORS HOLDINGS, INC. | DE | RETIREMENT PLAN ADVISORS GROUP, LLC | E | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
| SCHWARTZ, JOSHUA, FISCHEL | I | RETIREMENT PLAN ADVISORS HOLDINGS, INC. | C | Control |
Registrations
Federal
IA
Jun 2, 2025 REGISTERED
Notice Filings (45)
AL AR AZ CA CO CT DC FL GA IA ID IL IN KS KY LA MA MD MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA SC SD TN TX UT VA VI VT WA WI
Address
29 E. MADISON ST.SUITE 500
CHICAGO, IL 60602-3205
United States
Phone: 312-701-1100