How big is Robert G ROTH's plan?

Robert G ROTH's plan reported $50K in assets and 2 participants for 2024.

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Original filing (PDF)20250923115955NAL0007962403001

Robert G ROTH

Name: Robert G ROTH — Form 5500 (2024)
Creator: Robert G ROTH
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert G ROTH

401(k) retirement plan · Robert G ROTH held $50K in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 82.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

People on this filing

Katherine ROTH signed Robert G ROTH's 2024 Form 5500 as plan administrator.

Katherine ROTH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert G ROTH's EIN is 11-2881257.

EIN 11-2881257

Plan number 001

Plan year 2024

ACK ID 20250923115955NAL0007962403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert G ROTH from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert G ROTH's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT G ROTH.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 82.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ROBERT G ROTH

EIN

all filings

Address

12 MEDICAL DR STE D · PORT JEFFERSON STATION, NY · 117761588

Phone

—

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2017-01-01

Tax period

2017-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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