How big is Rodriguez Wealth Management's plan?

Rodriguez Wealth Management's plan reported $580K in assets and 3 participants for 2024.

Original filing (PDF)20250916103126NAL0004854338001

Rodriguez Wealth Management

Name: Rodriguez Wealth Management — Rodriguez Wealth, Form 5500 (2024)
Creator: Rodriguez Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rodriguez Wealth Management 401(k) Plan

401(k) retirement plan · Rodriguez Wealth Management's Rodriguez Wealth Management 401(k) Plan held $580K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

People on this filing

Hector Rodriguez signed Rodriguez Wealth Management's 2024 Form 5500 as plan administrator.

Hector Rodriguez — 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

Rodriguez Wealth Management's EIN is 11-6524048.

EIN 11-6524048

Plan number 001

Plan year 2024

ACK ID 20250916103126NAL0004854338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rodriguez Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rodriguez Wealth Management'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 RODRIGUEZ WEALTH MANAGEMENT.

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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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

RODRIGUEZ WEALTH MANAGEMENT

EIN

all filings

Address

850 AQUIDNECK AVE · SUITE A4 · MIDDLETOWN, RI · 02842

Phone

(401) 848-4579

Industry

Finance & Insurance

Plan administrator