Robert Raymond Financial Group, L. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robert Raymond Financial Group, L.
  • Sponsor EIN: 364369992
  • Sponsor Address: 9204 FALLING WATER DRIVE EAST, BURR RIDGE, IL, 60527
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $808,010

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$808,010$0$0

Similar Plans