RETIREMENT PLANS, INC.

Westerville, United States · CRD 286214

SEC-registered investment adviser since 2022 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$224.9m
Main clients (by assets)Pension plans 93%, Individuals 7%
Websiterpi401k.com
Form ADV · 2026-03-16SEC adviser record

Kindinstitutions
Others nearbyWesterville, OH

As an employer

Staff (Form ADV)6 · 1 in investment roles
Offices in1 country