How big is Rafferty Home Systems LLC's plan?

Rafferty Home Systems LLC's plan reported $15K in assets and 6 participants for 2025.

Original filing (PDF)20260504221311NAL0000268371049

Rafferty Home Systems LLC

Name: Rafferty Home Systems LLC — Rafferty Home Systems, Form 5500 (2025)
Creator: Rafferty Home Systems LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rafferty Home Systems 401(k) Plan

401(k) retirement plan · Rafferty Home Systems LLC's Rafferty Home Systems 401(k) Plan held $15K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan identifiers

Rafferty Home Systems LLC's EIN is 26-1156213.

EIN 26-1156213

Plan number 001

Plan year 2025

ACK ID 20260504221311NAL0000268371049

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rafferty Home Systems LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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