How big is Rafferty Holdings' plan?

Rafferty Holdings' plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250430165521NAL0002181345001

Rafferty Holdings

Name: Rafferty Holdings — Rafferty Holdings 401(k) Plan, Form 5500 (2024)
Creator: Rafferty Holdings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rafferty Holdings 401(k) Plan

401(k) retirement plan · Rafferty Holdings' Rafferty Holdings 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Conway Tomlinson signed Rafferty Holdings' 2024 Form 5500 as plan administrator.

Conway Tomlinson — 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' EIN is 20-4831233.

EIN 20-4831233

Plan number 001

Plan year 2024

ACK ID 20250430165521NAL0002181345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rafferty Holdings from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rafferty Holdings' 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.

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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

Knocking points off