Raymond James Financial, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Raymond James Financial, INC.
  • Sponsor EIN: 591517485
  • Sponsor Address: 880 CARILLON PKWY, ST PETERSBURG, FL, 337161102
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 16,038
  • Total Assets: $836.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202316,038$836.0M$78.0M$0
202215,507$661.6M-$1,127,254$0

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