How big is Ray Investments, LLC's plan?

Ray Investments, LLC's plan reported $478K in assets and 1 participants for 2024.

Original filing (PDF)20250924130347NAL0006783089001

Ray Investments, LLC

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

Form 5500-SF

FILING_RECEIVED

Ray Investments, LLC Retirement Trust

401(k) retirement plan · Ray Investments, LLC's Ray Investments, LLC Retirement Trust held $478K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

People on this filing

Michael TAI signed Ray Investments, LLC's 2024 Form 5500 as plan administrator.

Michael TAI — 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

Ray Investments, LLC's EIN is 46-4888787.

EIN 46-4888787

Plan number 001

Plan year 2024

ACK ID 20250924130347NAL0006783089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ray Investments, LLC's 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 RAY INVESTMENTS, 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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

RAY INVESTMENTS, LLC

EIN

all filings

Address

10877 WILSHIRE BLVD · SUITE 1402 · LOS ANGELES, CA · 90024

Phone

(310) 806-4016

Industry

Professional & Technical Services

Plan administrator