How big is Fresca Keller Wealth - Raymond James' plan?

Fresca Keller Wealth - Raymond James' plan reported $268 in assets and 3 participants for 2024.

Original filing (PDF)20250430093511NAL0001157603001

Fresca Keller Wealth - Raymond James

Name: Fresca Keller Wealth - Raymond James — Fresca Keller, Form 5500 (2024)
Creator: Fresca Keller Wealth - Raymond James
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fresca Keller Wealth - Raymond James CBS Benefit Plan

Health & welfare plan · Fresca Keller Wealth - Raymond James' Fresca Keller Wealth - Raymond James CBS Benefit Plan held $268 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$268

Net assets (EOY)

$61

People on this filing

Joseph HSU signed Fresca Keller Wealth - Raymond James' 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Fresca Keller Wealth - Raymond James' EIN is 99-3511964.

EIN 99-3511964

Plan number 501

Plan year 2024

ACK ID 20250430093511NAL0001157603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fresca Keller Wealth - Raymond James from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fresca Keller Wealth - Raymond James' plan includes health coverage.

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.

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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