How big is Furman ROTH Inc.'s plan?

Furman ROTH Inc.'s plan reported $8.2M in assets and 9 participants for 2024.

Original filing (PDF)20250626114942NAL0008526177001

Furman ROTH Inc.

Name: Furman ROTH Inc. — Furman ROTH Retirement Plan, Form 5500 (2024)
Creator: Furman ROTH Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Furman ROTH Retirement Plan

401(k) retirement plan · Furman ROTH Inc.'s Furman ROTH Retirement Plan held $8.2M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Vilma Sindoni signed Furman ROTH Inc.'s 2024 Form 5500 as plan administrator.

Vilma Sindoni — 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

Furman ROTH Inc.'s EIN is 13-2838198.

EIN 13-2838198

Plan number 001

Plan year 2024

ACK ID 20250626114942NAL0008526177001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Furman ROTH Inc.'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 FURMAN ROTH 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