Back to filter
Original filing (PDF)20260126135219NAL0002395536001
RAPHAEL AND RAPHAEL LLP
Form 5500-SF
FILING_RECEIVED
RAPHAEL AND RAPHAEL LLP PROFIT SHARING PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
51
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAPHAEL AND RAPHAEL LLP.
Plan sponsor
Name
RAPHAEL AND RAPHAEL LLP
EIN
04-2206126
Address
312 STUART STREET, 3RD FLOOR · BOSTON, MA · 02116
Phone
(617) 357-0100
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
ROSEWOOD FAMILY ADVISORS, LLP
ROSEWOOD FAMILY ADVISORS, LLP 401(K) PLAN
$8.9M · 71 participants
SYKES & COMPANY, P.A
SYKES & COMPANY, P.A. 401(K) PROFIT SHARING PLAN
$8.9M · 46 participants
CTM ADVISORS, LTD. DBA CTM CPAS & BUSINESS ADVISORS
CTM CPAS & BUSINESS ADVISORS SALARY REDUCTION PLAN & TRUST
$8.9M · 40 participants
GALGAS RUSSELL LLP
GALGAS RUSSELL LLP 401(K) AND PROFIT SHARING PLAN
$8.9M · 16 participants
STOLBERG, EBBELING & BLANCHETTE, LLP
STOLBERG, EBBELING & BLANCHETTE, LLP 401(K) PROFIT SHARING PLAN
$8.9M · 17 participants
MYER, GREENE & DEGGE
MYER, GREENE & DEGGE PROFIT SHARING PLAN
$8.8M · 10 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B