Raftelis Financial Consultants
Charlotte, NC, 28202
- Plans
- 4
- Total participants
- 1,186
- Filing years
- 2024, 2023, 2022, 2021
- NAICS
- 541600
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 002 | Raftelis Financial Consultants, INC. 401K Plan | 189 |
| 2024 | Form 5500 | 501 | Raftelis Financial Consultants, INC. Health And Dental Plan | 180 |
| 2024 | Form 5500 | 502 | Raftelis Financial Consultants, INC. Life And Disability Plan | 180 |
| 2024 | Form 5500 | 503 | Raftelis Financial Consultants, INC. Vision Plan | 180 |
| 2023 | Form 5500 | 002 | Raftelis Financial Consultants, INC. 401K Plan | 167 |
| 2022 | Form 5500 | 002 | Raftelis Financial Consultants, INC. 401K Plan | 147 |
| 2021 | Form 5500 | 002 | Raftelis Financial Consultants, INC. 401K Plan | 143 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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