How big is Raymond CPA Group LLC's plan?

Raymond CPA Group LLC's plan reported $832K in assets and 7 participants for 2024.

Original filing (PDF)20250922140551NAL0007789938001

Raymond CPA Group LLC

Name: Raymond CPA Group LLC — RCG Retirement Trust, Form 5500 (2024)
Creator: Raymond CPA Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RCG Retirement Trust

401(k) retirement plan · Raymond CPA Group LLC's RCG Retirement Trust held $832K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$832K

Net assets (EOY)

$832K

People on this filing

Raymond Raymond signed Raymond CPA Group LLC's 2024 Form 5500 as plan administrator.

Raymond Raymond — 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

Raymond CPA Group LLC's EIN is 36-4158243.

EIN 36-4158243

Plan number 002

Plan year 2024

ACK ID 20250922140551NAL0007789938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Raymond CPA Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Raymond CPA Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAYMOND CPA GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

RAYMOND CPA GROUP LLC

EIN

all filings

Address

525 E NORTH ST, STE D · BRADLEY, IL · 60915

Phone

(815) 933-5641

Industry

CPA Offices· Professional & Technical Services

Plan administrator