Original filing (PDF)20250430093511NAL0001157603001

FRESCA KELLER WEALTH - RAYMOND JAMES

Name: FRESCA KELLER WEALTH - RAYMOND JAMES — FRESCA KELLER WEALTH - RAYMOND JAMES CBS BENEFIT PLAN, Form 5500 (2024)
Creator: FRESCA KELLER WEALTH - RAYMOND JAMES

Form 5500-SF

FILING_RECEIVED

FRESCA KELLER WEALTH - RAYMOND JAMES CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$268

Net assets (EOY)

$61

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRESCA KELLER WEALTH - RAYMOND JAMES.

Plan sponsor

Name

FRESCA KELLER WEALTH - RAYMOND JAMES

EIN

99-3511964all filings

Address

2333 ALEXANDRIA DR · LEXINGTON, KY · 40504

Phone

(859) 963-1503

Industry

Finance & Insurancesee all

Plan administrator