How big is H. ROTH Adjusters, Ltd.'s plan?

H. ROTH Adjusters, Ltd.'s plan reported $404K in assets and 2 participants for 2024.

Original filing (PDF)20250812110512NAL0007184131001

H. ROTH Adjusters, Ltd.

Name: H. ROTH Adjusters, Ltd. — H.ROTH Adjusters, Ltd., Form 5500 (2024)
Creator: H. ROTH Adjusters, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

H.ROTH Adjusters, Ltd. Profit Sharing Plan

Defined-contribution retirement plan · H. ROTH Adjusters, Ltd.'s H.ROTH Adjusters, Ltd. Profit Sharing Plan held $404K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

Plan identifiers

H. ROTH Adjusters, Ltd.'s EIN is 11-2635809.

EIN 11-2635809

Plan number 003

Plan year 2024

ACK ID 20250812110512NAL0007184131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for H. ROTH Adjusters, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

H. ROTH Adjusters, Ltd.'s plan includes profit-sharing.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

H. ROTH ADJUSTERS, LTD.

EIN

all filings

Address

1562 38TH STREET · BROOKLYN, NY · 11218

Phone

(718) 854-4739

Industry

Finance & Insurance

Plan administrator