Raftelis Financial Consultants (EIN 20-1054069) has filed 4 Form 5500 plans with the U.S. Department of Labor, covering $40.5M in plan assets and 750 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Raftelis Financial Consultants, Inc. 401(k) Plan | 002 | 189 | $40.5M |
| Raftelis Financial Consultants, Inc. Vision Plan | 503 | 187 | $0 |
| Raftelis Financial Consultants, Inc. Health and Dental Plan | 501 | 187 | $0 |
| Raftelis Financial Consultants, Inc. Life and Disability Plan | 502 | 187 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
20-1054069 is the Employer Identification Number (EIN) Raftelis Financial Consultants reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on North Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
