· 2022–2024 · DOL EFAST2

Raffol and Company, Inc. — Raffol and Company, Inc., Form 5500 (2024)

Original filing (PDF)20250718100547NAL0002332320001

Raffol and Company, Inc.

Form 5500-SF

FILING_RECEIVED

Raffol and Company, Inc. 401(k) Plan

401(k) retirement plan · Raffol and Company, Inc.'s Raffol and Company, Inc. 401(k) Plan held $3.2M in plan assets for 16 participants in 2024.

Active participants

16

Accounts w/ balance

17

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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

67

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAFFOL AND COMPANY, INC..

Plan sponsor

Name

RAFFOL AND COMPANY, INC.

EIN

47-1096596all filings

Address

105 CHESTNUT STREET, SUITE 11 · NEEDHAM, MA · 02492

Phone

(781) 444-4926

Industry

CPA Offices· Professional & Technical Services

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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