How big is Rodriguez & Associates a Profe's plan?

Rodriguez & Associates a Profe's plan reported $4.4M in assets and 39 participants for 2025.

Original filing (PDF)20260424083552NAL0012457426001

Rodriguez & Associates a Profe

Name: Rodriguez & Associates a Profe — Rodriguez &, Form 5500 (2025)
Creator: Rodriguez & Associates a Profe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rodriguez & Associates a Profe 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Rodriguez & Associates a Profe's Rodriguez & Associates a Profe 401(k) Profit Sharing Plan & Trust held $4.4M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Rodriguez & Associates a Profe's EIN is 20-0499404.

EIN 20-0499404

Plan number 002

Plan year 2025

ACK ID 20260424083552NAL0012457426001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rodriguez & Associates a Profe from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rodriguez & Associates a Profe'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 & ASSOCIATES A PROFE.

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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