Raymond James Financial, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Investment Menu Quality. Raymond James Financial, Inc. 401k Plan currently has over 7,200 active participants and over $358.5M in plan assets.
| Address |
880 Carillon Pkwy
St Petersburg, FL 33716-1102 |
| Industry | Investment Banking and Securities Dealing |
| Administrator | James White |
| Net Plan Assets | $359,000,000 |
| Total Participants | 7,300 |
| Avg Account Balance | $50,000 |
| William Blair & Company, LLC | 87.7 |
| ICAP Services North America LLC | 77.8 |
| TD Ameritrade Holding | 77.0 |
| Chicago Mercantile Exchange | 75.7 |
| Fulton Financial | 70.7 |
| Oppenheimer & Co. | 67.0 |
| 1. | American Funds EuroPacific Growth | 7% |
| 2. | Principal Money Market | 7% |
| 3. | Eagle Small Cap Growth | 7% |
| Insurance Carrier | Principal Financial Group |
| Administration | Principal Financial Group |
| Auditor | Spence, Marston, Bunch, Morris & Co |
| Recordkeeper | Principal Financial Group |
| Corporate Trustee | Principal Financial Group |

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