How big is Raymond Wealth Management LLC's plan?

Raymond Wealth Management LLC's plan reported $371K in assets and 2 participants for 2025.

Original filing (PDF)20260409110641NAL0015931216001

Raymond Wealth Management LLC

Name: Raymond Wealth Management LLC — Raymond Wealth, Form 5500 (2025)
Creator: Raymond Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Raymond Wealth Management LLC 401(k) Plan

401(k) retirement plan · Raymond Wealth Management LLC's Raymond Wealth Management LLC 401(k) Plan held $371K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

People on this filing

Paul Raymond signed Raymond Wealth Management LLC's 2025 Form 5500 as plan administrator.

Paul 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 Wealth Management LLC's EIN is 47-4834358.

EIN 47-4834358

Plan number 001

Plan year 2025

ACK ID 20260409110641NAL0015931216001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Raymond Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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