How big is Rafferty Holdings, LLC's plan?

Rafferty Holdings, LLC's plan reported $19.9M in assets and 61 participants for 2022.

Original filing (PDF)20230714084920NAL0049486354001

Rafferty Holdings, LLC

Name: Rafferty Holdings, LLC — Rafferty Retirement Plan, Form 5500 (2022)
Creator: Rafferty Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rafferty Retirement Plan

401(k) retirement plan · Rafferty Holdings, LLC's Rafferty Retirement Plan held $19.9M in plan assets for 61 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.9M

Net assets (EOY)

$19.9M

People on this filing

Shari James signed Rafferty Holdings, LLC's 2022 Form 5500 as plan administrator.

Shari James — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rafferty Holdings, LLC's EIN is 13-4043855.

EIN 13-4043855

Plan number 001

Plan year 2022

ACK ID 20230714084920NAL0049486354001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Rafferty Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Rafferty Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAFFERTY HOLDINGS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score