How big is RA Financial's plan?

RA Financial's plan reported $577K in assets and 2 participants for 2024.

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Original filing (PDF)20251015112147NAL0002318035001

RA Financial

Name: RA Financial — Form 5500 (2024)
Creator: RA Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RA Financial

401(k) retirement plan · RA Financial held $577K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

People on this filing

Ricardo Roberto signed RA Financial's 2024 Form 5500 as plan administrator.

Ricardo Roberto — 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

RA Financial's EIN is 84-4515662.

EIN 84-4515662

Plan number 001

Plan year 2024

ACK ID 20251015112147NAL0002318035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RA Financial's plan includes profit-sharing, a 401(k) feature, 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 RA FINANCIAL.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

RA FINANCIAL

EIN

all filings

Address

580 S. DENTON TAP RD · SUITE 120 · COPPELL, TX · 75019

Phone

(972) 471-9755

Industry

Finance & Insurance

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

2025-10-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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