How big is Rockwood Wealth Management's plan?

Rockwood Wealth Management's plan reported $7.8M in assets and 46 participants for 2024.

Original filing (PDF)20250626134041NAL0005008979001

Rockwood Wealth Management

Name: Rockwood Wealth Management — Rockwood Wealth, Form 5500 (2024)
Creator: Rockwood Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockwood Wealth Retirement Plan

401(k) retirement plan · Rockwood Wealth Management's Rockwood Wealth Retirement Plan held $7.8M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Megan Lottier signed Rockwood Wealth Management's 2024 Form 5500 as plan administrator.

Megan Lottier — 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

Rockwood Wealth Management's EIN is 20-3587254.

EIN 20-3587254

Plan number 001

Plan year 2024

ACK ID 20250626134041NAL0005008979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rockwood Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rockwood Wealth Management'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 ROCKWOOD WEALTH MANAGEMENT.

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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