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  5. THE RETIREMENT ADVISOR UNIVERSITY, INC.

THE RETIREMENT ADVISOR UNIVERSITY, INC.

Company Details

Entity Name: THE RETIREMENT ADVISOR UNIVERSITY, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active
Date Filed: 30 Oct 2009 (15 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 06 May 2010 (15 years ago)
Document Number: F09000004288
FEI/EIN Number 271219777
Mail Address: 4514 Main Street, JUPITER, FL, 33458, US
Address: 4514 Main Street, Apt. 1036, JUPITER, FL, 33458, US
ZIP code: 33458
County: Palm Beach
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN 2023 271219777 2024-09-18 THE RETIREMENT ADVISOR UNIVERSITY INC. 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 8557554015
Plan sponsor’s address 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458

Signature of
Role Plan administrator
Date 2024-09-18
Name of individual signing DIANE BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN 2022 271219777 2023-07-25 THE RETIREMENT ADVISOR UNIVERSITY INC. 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 8557554015
Plan sponsor’s address 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458

Signature of
Role Plan administrator
Date 2023-07-25
Name of individual signing FRED BARSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-25
Name of individual signing FRED BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN 2021 271219777 2022-08-04 THE RETIREMENT ADVISOR UNIVERSITY INC. 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 8557554015
Plan sponsor’s address 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458

Signature of
Role Plan administrator
Date 2022-08-04
Name of individual signing FRED BARSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-04
Name of individual signing FRED BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN 2020 271219777 2021-07-30 THE RETIREMENT ADVISOR UNIVERSITY INC. 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 8557554015
Plan sponsor’s address 4514 MAIN STREET, SUITE 1036, JUPITER, FL, 33458

Signature of
Role Plan administrator
Date 2021-07-30
Name of individual signing FRED BARSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-30
Name of individual signing FRED BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN 2019 271219777 2020-07-28 THE RETIREMENT ADVISOR UNIVERSITY INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 8557554015
Plan sponsor’s address 4425 MILITARY TRAIL, SUITE 202, JUPITER, FL, 33458

Signature of
Role Plan administrator
Date 2020-07-28
Name of individual signing DIANE BARSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-28
Name of individual signing DIANE BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN 2019 271219777 2020-07-29 THE RETIREMENT ADVISOR UNIVERSITY INC. 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 8557554015
Plan sponsor’s address 4425 MILITARY TRAIL, SUITE 202, JUPITER, FL, 33458

Signature of
Role Plan administrator
Date 2020-07-29
Name of individual signing DIANE BARSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-29
Name of individual signing DIANE BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN 2018 271219777 2019-07-11 THE RETIREMENT ADVISOR UNIVERSITY INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 611000
Sponsor’s telephone number 8557554015
Plan sponsor’s address 4425 MILITARY TRAIL, SUITE 202, JUPITER, FL, 33458

Signature of
Role Plan administrator
Date 2019-07-11
Name of individual signing DIANE BARSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-11
Name of individual signing DIANE BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN 2017 271219777 2018-07-31 THE RETIREMENT ADVISOR UNIVERSITY INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 611300
Plan sponsor’s address 4425 MILITARY TRAIL, SUITE 202, JUPITER, FL, 33458

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing DIANE BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY, INC 401(K) SAVINGS PLAN AND TRUST 2011 271219777 2012-10-23 THE RETIREMENT ADVISOR UNIVERSITY, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 611000
Sponsor’s telephone number 5613087133
Plan sponsor’s address 106 NORTH RIVER DRIVE EAST, JUPITER, FL, 33458

Plan administrator’s name and address
Administrator’s EIN 271219777
Plan administrator’s name THE RETIREMENT ADVISOR UNIVERSITY, INC
Plan administrator’s address 106 NORTH RIVER DRIVE EAST, JUPITER, FL, 33458
Administrator’s telephone number 5613087133

Signature of
Role Plan administrator
Date 2012-10-23
Name of individual signing D NAKASHIMA BARSTEIN
Valid signature Filed with authorized/valid electronic signature
THE RETIREMENT ADVISOR UNIVERSITY, INC 401K 2011 271219777 2012-09-13 THE RETIREMENT ADVISOR UNIVERSITY, INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 611000
Sponsor’s telephone number 5613087133
Plan sponsor’s address 106 NORTH RIVER DRIVE EAST, JUPITER, FL, 33458

Plan administrator’s name and address
Administrator’s EIN 271219777
Plan administrator’s name THE RETIREMENT ADVISOR UNIVERSITY, INC
Plan administrator’s address 106 NORTH RIVER DRIVE EAST, JUPITER, FL, 33458
Administrator’s telephone number 5613087133

Signature of
Role Plan administrator
Date 2012-09-13
Name of individual signing DIANE NAKASHIMA BARSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-13
Name of individual signing DIANE NAKASHIMA BARSTEIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
NASON, YEAGER, GERSON, HARRIS & FUMERO, P.A. Agent

President

Name Role Address
BARSTEIN FRED D President 4514 Main Street, JUPITER, FL, 33458

Director

Name Role Address
BARSTEIN FRED D Director 4514 Main Street, JUPITER, FL, 33458

Chief Operating Officer

Name Role Address
BARSTEIN DIANE N Chief Operating Officer 4514 Main Street, JUPITER, FL, 33458

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000037980 401K TV ACTIVE 2016-04-14 2027-12-31 No data 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458
G12000068239 THE PLAN SPONSOR UNIVERSITY ACTIVE 2012-07-09 2027-12-31 No data 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-08-20 Nason Yeager Gerson Harris & Fumero, P.A. No data
REGISTERED AGENT ADDRESS CHANGED 2021-08-20 3001 PGA Boulevard, Suite 305, Palm Beach Gardens, FL 33410 No data
CHANGE OF PRINCIPAL ADDRESS 2021-01-19 4514 Main Street, Apt. 1036, JUPITER, FL 33458 No data
CHANGE OF MAILING ADDRESS 2021-01-19 4514 Main Street, Apt. 1036, JUPITER, FL 33458 No data
NAME CHANGE AMENDMENT 2010-05-06 THE RETIREMENT ADVISOR UNIVERSITY, INC. No data

Documents

Name Date
ANNUAL REPORT 2025-01-03
ANNUAL REPORT 2024-01-08
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-01-30
AMENDED ANNUAL REPORT 2021-08-20
ANNUAL REPORT 2021-01-19
AMENDED ANNUAL REPORT 2020-10-03
ANNUAL REPORT 2020-02-02
AMENDED ANNUAL REPORT 2019-09-17
ANNUAL REPORT 2019-02-07

Related by officers

BARSTEIN FRED D

FDB VENTURES, INC.

BARSTEIN DIANE N

NAKASHIMASAN, LLC FDB VENTURES, INC. JUPITER DISTRIBUTION PARTNERS, INC. DCP ADVISORS, INC.

Related by address

4514 Main Street, JUPITER, FL, 33458, US

FDB VENTURES, INC.

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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