# Raftelis Financial Consultants 401(k) Plan
Source: https://planprovider.pro/companies/raftelis-financial-consultants-401k-plan

> Raftelis Financial Consultants's 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Raftelis Financial Consultants

- **Sponsor EIN:** 201054069

- **Sponsor Address:** 227 WEST TRADE STREET SUITE 1400, CHARLOTTE, NC, 28202

- **Plan Type:** 401(k)

- **Total Participants:** 189

- **Total Assets:** $40.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|189|$40.5M|$1.4M|$2.1M|

| 2023|167|$32.9M|$1.3M|$1.8M|

| 2022|147|$26.3M|$942,050|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GREERWALKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GREERWALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,815|—|—|—|—|

| 2023|$1,980|—|—|—|—|

| 2022|$1,969|—|—|—|—|

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