How big is Curtis Rafferty's plan?

Curtis Rafferty's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250825173059NAL0015612786001

Curtis Rafferty

Name: Curtis Rafferty — Curtis and Karyn Rafferty Profit, Form 5500 (2024)
Creator: Curtis Rafferty
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curtis and Karyn Rafferty Profit Sharing Plan

Defined-contribution retirement plan · Curtis Rafferty's Curtis and Karyn Rafferty Profit Sharing Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Curtis Rafferty signed Curtis Rafferty's 2024 Form 5500 as plan administrator.

Curtis Rafferty — 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

Curtis Rafferty's EIN is 81-4573820.

EIN 81-4573820

Plan number 001

Plan year 2024

ACK ID 20250825173059NAL0015612786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curtis Rafferty from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curtis Rafferty's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CURTIS RAFFERTY.

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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