Full text of RETIREMENT PLAN ADVISORS SERVICES, LLC's X-17A-5 filed 2025-02-28 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### RETIREMENT PLAN ADVISORS SERVICES, LLC #### FINANCIAL STATEMENTS #### DECEMBER 31, 2024 AND 2023 {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: I 2 # **ANNUAL REPORTS FORM X-17A-5 PART** Ill | SEC FILE NUMBER | | |-----------------|--| | 8-53159 | | **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **0 1/01 /24** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** NAME m FIRM: Retirement Plan Advisors Services, LLC TYPE OF REGISTRANT (check all applicable boxes): 0 Broker-dealer □ Security-based swap dealer D Check here if respondent is also an OTC derivatives dealer □ Major security-based swap participant AND ENDING **12/31 /24** ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | (No. and Street) | | | |-------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------|------------------------------------------------| | Chicago | IL | | 60602 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Joshua Schwartz | 312-701-1100 | jfschwartz@retirementplanadvisors.com | | | (Name) | (Area Code - Telephone Number) | (Emai l Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | Topel Forman, LLC | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>(Name - if individual, state last, first, and middle name) | | | | 500 N. Michigan Ave, Suite 1700 Chicago | | IL | 60611 | | (Address) | (City) | (State) | (Zip Code) | | 07/27/10 | | 5181 | | | rte of<br>Reg;strnUoa w;th PCAOB)(;f apphcable) | | | I<br>(PCAOB Reg;strnt;o, N,mbec, ;f apphcable) | | | FOR OFFICIAL USE ONLY | | | | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(l)(ii), if applicable. **Persons who are to respond to the collection of information contained in this form are not required to respond unless t…Read the full text as markdown