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RAFTI ADVISORS LLC

Company Details

Name: RAFTI ADVISORS LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 22 Jul 2022 (3 years ago)
Organization Date: 22 Jul 2022 (3 years ago)
Last Annual Report: 26 Mar 2024 (10 months ago)
Managed By: Managers
Organization Number: 1221689
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40241
Primary County: Jefferson
Principal Office: 5218 Rock Bluff Dr, Louisville, KY 40241
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RAFTI ADVISORS LLC CBS BENEFIT PLAN 2023 400012367 2024-04-29 RAFTI ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-08-01
Business code 541600
Sponsor’s telephone number 8472749637
Plan sponsor’s address 9462 BROWNSBORO RD, SUITE 267, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-04-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
RAFTI ADVISORS LLC CBS BENEFIT PLAN 2022 400012367 2023-12-27 RAFTI ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2022-08-01
Business code 541600
Sponsor’s telephone number 8472749637
Plan sponsor’s address 9462 BROWNSBORO RD SUITE 267, LOUISVILLE, KY, 40241

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
RAFTI ADVISORS LLC Registered Agent

Manager

Name Role
JAMES S VASELOPULOS Manager

Organizer

Name Role
Kristin Schmid Organizer

Former Company Names

Name Action
(NQ) RAFTI ADVISORS LLC Merger

Filings

Name File Date
Annual Report 2024-03-26
Registered Agent name/address change 2023-08-10
Principal Office Address Change 2023-08-10
Annual Report 2023-06-28
Registered Agent name/address change 2023-06-28
Principal Office Address Change 2023-06-28
Articles of Merger 2022-07-27
Articles of Organization 2022-07-22

Date of last update: 18 Jan 2025

Sources: Kentucky Secretary of State