How big is Raskob Kambourian Financial Advisors, Ltd.'s plan?

Raskob Kambourian Financial Advisors, Ltd.'s plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20251002153044NAL0000397843001

Raskob Kambourian Financial Advisors, Ltd.

Name: Raskob Kambourian Financial Advisors, Ltd. — Form 5500 Plan 001 (2024)
Creator: Raskob Kambourian Financial Advisors, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Raskob Kambourian Financial Advisors, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Raskob Kambourian Financial Advisors, Ltd.'s Raskob Kambourian Financial Advisors, Ltd. 401(k) Profit Sharing Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Patricia F. Raskob signed Raskob Kambourian Financial Advisors, Ltd.'s 2024 Form 5500 as plan administrator.

Patricia F. Raskob — 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

Raskob Kambourian Financial Advisors, Ltd.'s EIN is 86-0698691.

EIN 86-0698691

Plan number 001

Plan year 2024

ACK ID 20251002153044NAL0000397843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Raskob Kambourian Financial Advisors, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Raskob Kambourian Financial Advisors, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD..

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.

EIN

all filings

Address

4100 N. 1ST AVENUE · TUCSON, AZ · 85719

Phone

(520) 690-1999

Industry

Finance & Insurance

Plan administrator