How big is Raska Wealth Management LLC's plan?

Raska Wealth Management LLC's plan reported $279K in assets and 5 participants for 2024.

Original filing (PDF)20250611174602NAL0015995841001

Raska Wealth Management LLC

Name: Raska Wealth Management LLC — Form 5500 (2024)
Creator: Raska Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Raska Wealth Management LLC held $279K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

People on this filing

Shirley Horner signed Raska Wealth Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Raska Wealth Management LLC's EIN is 85-0746310.

EIN 85-0746310

Plan number 001

Plan year 2024

ACK ID 20250611174602NAL0015995841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Raska Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Raska 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 RASKA 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