How big is Rolleri & Sheppard CPAS, LLP's plan?

Rolleri & Sheppard CPAS, LLP's plan reported $5.5M in assets and 20 participants for 2024.

Original filing (PDF)20250930100918NAL0016330227001

Rolleri & Sheppard CPAS, LLP

Name: Rolleri & Sheppard CPAS, LLP — Rolleri & Sheppard, Form 5500 (2024)
Creator: Rolleri & Sheppard CPAS, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rolleri & Sheppard CPAS, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Rolleri & Sheppard CPAS, LLP's Rolleri & Sheppard CPAS, LLP 401(k) Profit Sharing Plan held $5.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Rolleri & Sheppard CPAS, LLP's EIN is 06-1156122.

EIN 06-1156122

Plan number 002

Plan year 2024

ACK ID 20250930100918NAL0016330227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rolleri & Sheppard CPAS, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rolleri & Sheppard CPAS, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROLLERI & SHEPPARD CPAS, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score