Original filing (PDF)20230720090626NAL0001924787001

RAVEN CAPITAL MANAGEMENT, LLC

Name: RAVEN CAPITAL MANAGEMENT, LLC — RAVEN CAPITAL MANAGEMENT 401K PS, Form 5500 (2022)
Creator: RAVEN CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

RAVEN CAPITAL MANAGEMENT 401K PS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAVEN CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

RAVEN CAPITAL MANAGEMENT, LLC

EIN

80-0272720

Address

75 SPRING STREET · 6TH FL · NEW YORK, NY · 10012

Phone

(212) 966-7926

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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