How big is Raffa Wealth Management, LLC's plan?

Raffa Wealth Management, LLC's plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20250709203121NAL0003626259001

Raffa Wealth Management, LLC

Name: Raffa Wealth Management, LLC — Raffa Wealth, Form 5500 (2024)
Creator: Raffa Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Raffa Wealth Management LLC 401(k) Plan

401(k) retirement plan · Raffa Wealth Management, LLC's Raffa Wealth Management LLC 401(k) Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Dennis Gogarty signed Raffa Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Dennis Gogarty — 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

Raffa Wealth Management, LLC's EIN is 20-3107658.

EIN 20-3107658

Plan number 001

Plan year 2024

ACK ID 20250709203121NAL0003626259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Raffa Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Raffa Wealth Management, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAFFA WEALTH MANAGEMENT, 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