How big is The Ray Tax Group's plan?

The Ray Tax Group's plan reported $238K in assets and 6 participants for 2024.

Original filing (PDF)20250929143812NAL0010984449001

The Ray Tax Group

Name: The Ray Tax Group — The Ray Tax Group 401(k) Plan, Form 5500 (2024)
Creator: The Ray Tax Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ray Tax Group 401(k) Plan

401(k) retirement plan · The Ray Tax Group's The Ray Tax Group 401(k) Plan held $238K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

Plan identifiers

The Ray Tax Group's EIN is 87-2096747.

EIN 87-2096747

Plan number 001

Plan year 2024

ACK ID 20250929143812NAL0010984449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Ray Tax Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Ray Tax Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE RAY TAX GROUP.

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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