How big is Rofson Associates, Inc.'s plan?

Rofson Associates, Inc.'s plan reported $3.0M in assets and 12 participants for 2024.

Original filing (PDF)20250731125405NAL0008535504001

Rofson Associates, Inc.

Name: Rofson Associates, Inc. — Rofson Associates, Inc., Form 5500 (2024)
Creator: Rofson Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rofson Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Rofson Associates, Inc.'s Rofson Associates, Inc. Profit Sharing Plan held $3.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Rofson Associates, Inc.'s EIN is 13-2531221.

EIN 13-2531221

Plan number 001

Plan year 2024

ACK ID 20250731125405NAL0008535504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rofson Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rofson Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROFSON ASSOCIATES, INC..

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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