Original filing (PDF)20250922050648NAL0005567552001

CURTIS RAFFERTY

Name: CURTIS RAFFERTY — CURTIS AND KARYN RAFFERTY PENSION PLAN, Form 5500 (2024)
Creator: CURTIS RAFFERTY

Form 5500-SF

FILING_RECEIVED

CURTIS AND KARYN RAFFERTY PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CURTIS RAFFERTY.

Plan sponsor

Name

CURTIS RAFFERTY

EIN

81-4573820

Address

947 SHAKER MILL ROAD · BOWLING GREEN, KY · 42103

Phone

(270) 320-7722

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ARIEL PROPERTIES ADVISORS, LLC

ARIEL PROPERTY ADVISORS, LLC & RUBY GELMAN DMD WEST VILLAGE PEDIATRIC DENTISTRY, P.C. 401(K) PROFIT SHARING PLAN

$5.8M · 19 participants

PARAMOUNT MORTGAGE RESOURCES, INC.

PARAMOUNT MORTGAGE RESOURCES, INC. CASH BALANCE PLAN

$5.8M · 8 participants

CORETRUST MANAGEMENT, LP

CORETRUST MANAGEMENT, LP 401(K) PROFIT SHARING PLAN

$5.8M · 12 participants

ARTERY CAPITAL GROUP LLC

THE ARTERY GROUP, LLC / ARTERY CAPITAL GROUP LLC 401(K) PLAN

$5.8M · 9 participants