The Raymond Group 401(k) Plan: Login, Facts & Contact Information

The Raymond Group 401(k) Plan Facts

Plan name
THE RAYMOND GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE RAYMOND GROUP
Participants
174 (117 active employees)
Former employees with a balance
39
Plan assets
$44,736,677 at Dec 31, 2024
Average account balance
$276,152 across 162 accounts
Employer contributions
$308,473 in plan year 2024 (21% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 19, 1989
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 27, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.46 million went into the plan in contributions, $308,473 of it from the employer (21%).
  • $6.85 million was paid out to participants.
  • Investment and other income added $6.29 million.
  • Administrative expenses were $106,249, about $656 per account.

How the The Raymond Group 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019184$33.6 million$1.74 million$2.22 million
2020196$41.2 million$1.81 million$1.56 million
2021182$44.1 million$2.19 million$5.87 million
2022175$38.2 million$2.29 million$1.79 million
2023141$43.9 million$1.82 million$4.13 million
2024174$44.7 million$308,473$6.85 million

The Raymond Group 401(k) Contact Information

Phone
714-771-7670
Mailing address
520 WEST WALNUT AVENUE, ORANGE CA 92868
Plan sponsor
THE RAYMOND GROUP
Employer identification number (EIN)
33-0782809
Plan number
002

Questions about the The Raymond Group 401(k)

Does The Raymond Group contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $308,473, 21% of all contributions.

Does the The Raymond Group 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Raymond Group 401(k) plan?

174 participants at the start of plan year 2024, 117 of them active employees, and 39 former employees who still had money in the plan.

What is the average 401(k) balance at The Raymond Group?

About $276,152 per account: $44.7 million in plan assets across 162 accounts with a balance at the end of plan year 2024.

Who manages the The Raymond Group 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Raymond Group. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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