How big is RJ Financial Partners, LLC's plan?

RJ Financial Partners, LLC's plan reported $311K in assets and 2 participants for 2025.

Original filing (PDF)20260515155833NAL0011914624001

RJ Financial Partners, LLC

Name: RJ Financial Partners, LLC — RJ Financial Partners, Form 5500 (2025)
Creator: RJ Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RJ Financial Partners, LLC 401(k) Plan

401(k) retirement plan · RJ Financial Partners, LLC's RJ Financial Partners, LLC 401(k) Plan held $311K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

People on this filing

Jared Porter signed RJ Financial Partners, LLC's 2025 Form 5500 as plan administrator.

Jared Porter — 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

RJ Financial Partners, LLC's EIN is 87-0857169.

EIN 87-0857169

Plan number 001

Plan year 2025

ACK ID 20260515155833NAL0011914624001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for RJ Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

RJ Financial Partners, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RJ FINANCIAL PARTNERS, 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