Original filing (PDF)20251009100144NAL0006406017001

ROTH & Chase LLP

Name: ROTH & Chase LLP — ROTH & Chase LLP 401(k) Profit, Form 5500 (2024)
Creator: ROTH & Chase LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROTH & Chase LLP 401(k) Profit Sharing Plan

Defined-contribution retirement plan · ROTH & Chase LLP's ROTH & Chase LLP 401(k) Profit Sharing Plan held $2.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROTH & CHASE LLP

EIN

13-3542220all filings

Address

220 EAST 63RD STREET · NEW YORK, NY · 10065

Phone

(212) 752-6537

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