Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RALEIGH WEALTH SOLUTIONS INC.
EIN 56-2132300financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
16
117 EDINBURGH SOUTH DRIVE, SUITE 110 - CARY, NC 27511919-852-1215raleighwealthsolutions.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RALEIGH WEALTH SOLUTIONS CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RALEIGH WEALTH SOLUTIONS RETIREMENT PLAN
401k
Assets$1.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RALEIGH WEALTH SOLUTIONS CASH BALANCE PLAN | CashBalance | $2.2M | 5 | 2024 | |
| 001 | RALEIGH WEALTH SOLUTIONS RETIREMENT PLAN | 401k | $1.2M | 11 | 2024 |
Retirement plans