· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RAYMOND JAMES RESTORATION, INC. — RAYMOND JAMES RESTORATION, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250218154715NAL0003101617001
RAYMOND JAMES RESTORATION, INC.
Form 5500-SF
FILING_RECEIVED
RAYMOND JAMES RESTORATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
5
Plan assets (EOY)
$318K
Net assets (EOY)
$318K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RAYMOND JAMES RESTORATION, INC.
.
Find decision makers
Plan sponsor
Name
RAYMOND JAMES RESTORATION, INC.
EIN
26-3344199
Address
100 NORTH STREET · WORCESTER, MA · 01605
Phone
(508) 753-5230
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
ATLANTIC RESTORATION & CONTRACTING, INC.
ATLANTIC RESTORATION 401(K) & PROFIT SHARING PLAN
$318K · 47 participants
OTERO BROTHER ROOFING INC
OTERO BROTHERS ROOFING 401(K) PLAN
$319K · 58 participants
GRANITE KITCHEN STUDIO
GRANITE KITCHEN STUDIO 401(K) PROFIT SHARING PLAN & TRUST
$318K · 6 participants
CUNNINGHAM CONTRACTING INC
CUNNINGHAM CONTRACTING INC 401(K) PROFIT SHARING PLAN & TRUST
$319K · 3 participants
JAMES & WHITNEY, LLC
JAMES & WHITNEY, LLC 401(K) PLAN
65
Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$319K · 23 participants
ERNEST STICKLE
ERNEST STICKLE 401(K) PROFIT SHARING PLAN & TRUST
$317K · 7 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
