Sponsor portfolio
RAYMOND WEALTH MANAGEMENT LLC
EIN 47-4834358Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$371K assets
Welfare
0
Participants
2
360 N MAIN ST, STE 4 - SOUTHINGTON, CT 06489203-271-9220
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RAYMOND WEALTH MANAGEMENT LLC 401K PLAN | 401k | $371K | 2 | 2025 |
Retirement plans