Original filing (PDF)20250314070623NAL0043970930001

ROCKE, MCLEAN & SBAR, P.A.

Name: ROCKE, MCLEAN & SBAR, P.A. — ROCKE, MCLEAN & SBAR, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: ROCKE, MCLEAN & SBAR, P.A.

Form 5500-SF

FILING_RECEIVED

ROCKE, MCLEAN & SBAR, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKE, MCLEAN & SBAR, P.A..

Plan sponsor

Name

ROCKE, MCLEAN & SBAR, P.A.

EIN

20-0044101

Address

2309 S.MACDILL AVENUE · TAMPA, FL · 33629

Phone

(813) 769-5600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CHAIN COHN CLARK, A LAW CORPORATION

CHAIN COHN CLARK 401(K) PROFIT SHARING PLAN

$4.5M · 32 participants

WESER & WESER, P.C.

WESER & WESER, P.C. PROFIT SHARING PLAN

$4.5M · 9 participants

MICHAEL A. BARTH, A PROFESSIONAL CORPORATION

MICHAEL A. BARTH, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

$4.5M · 5 participants

ZIEGLER & SCHNEIDER, PSC

ZIEGLER & SCHNEIDER 401(K) PROFIT SHARING PLAN

$4.5M · 31 participants

CHAMBERS PILON, P.A.

CHAMBERS PILON P.A. 401K PLAN