Original filing (PDF)20250820120428NAL0001594675001

ROE & ASSOCIATES INTEGRATED BEHA

Name: ROE & ASSOCIATES INTEGRATED BEHA — ROE & ASSOCIATES INTEGRATED BEHAVIOR SUPPORT, INC.401(K) PLA, Form 5500 (2024)
Creator: ROE & ASSOCIATES INTEGRATED BEHA

Form 5500-SF

FILING_RECEIVED

ROE & ASSOCIATES INTEGRATED BEHAVIOR SUPPORT, INC.401(K) PLA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROE & ASSOCIATES INTEGRATED BEHA.

Plan sponsor

Name

ROE & ASSOCIATES INTEGRATED BEHA

EIN

04-3690016

Address

2600 DR. MARTIN LUTHER KING JR. · ST. PETERSBURG, FL · 33713

Phone

(727) 327-2457

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

THE MANOR AT JERSEYVILLE GLENN, L.P.

MASON-SALEM-JERSEY 401(K) PLAN

$63K · 70 participants

ROPHEKA CARES, LLC

ROPHEKA CARES 401(K) PLAN

$63K · 49 participants

ANA M SIERRA DE ARAGON MD ANA AR

INTERNAL AND FAMILY MEDICINE 401K PLAN

$64K · 9 participants

GOLDEN STATE RESIDENTIAL ADULT PROGRAM

GOLDEN STATE RESIDENTIAL ADULT PROGRAM 401(K) PLAN

$64K · 19 participants

PLATINUM CARE PLUS LLC

PLATINUM CARE PLUS LLC 401K PLAN