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Original filing (PDF)20240929105254NAL0004622017001
RAZ VENTURES
Form 5500-SF
FILING_RECEIVED
RAZ INVESTMENT 401K
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAZ VENTURES.
Plan sponsor
Name
RAZ VENTURES
EIN
88-1234567
Address
1618 E MONTEBELLO AVE · PHOENIX, AZ · 850162916
Phone
(410) 555-1212
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Name
ABILITY FIRST FINANCIAL, LLC
EIN
83-2814056
City
PHOENIX, AZ
Phone
(410) 555-1212
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-29
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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