The Raymond Group 401(k) Retirement Savings Plan
Sponsored by The Raymond Group · EIN 330782809 · Plan #002
- Total assets
- $44.7M
- Net assets
- $44.7M
- Active participants
- 117
- With balances
- 162
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Baldwin Group Wealth Advisors | Investment advisory (plan) | $83,075 |
| Empower Annuity Insurance Company | Recordkeeping fees | $24,110 |