How big is Rocky Point Ventures, LLC's plan?

Rocky Point Ventures, LLC's plan reported $316K in assets and 2 participants for 2024.

Original filing (PDF)20250716114901NAL0002376435001

Rocky Point Ventures, LLC

Name: Rocky Point Ventures, LLC — Rocky Point Ventures, Form 5500 (2024)
Creator: Rocky Point Ventures, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rocky Point Ventures, LLC Retirement Trust

401(k) retirement plan · Rocky Point Ventures, LLC's Rocky Point Ventures, LLC Retirement Trust held $316K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

People on this filing

Patrick Chalmers signed Rocky Point Ventures, LLC's 2024 Form 5500 as plan administrator.

Patrick Chalmers — 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

Rocky Point Ventures, LLC's EIN is 20-3882149.

EIN 20-3882149

Plan number 001

Plan year 2024

ACK ID 20250716114901NAL0002376435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rocky Point Ventures, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rocky Point Ventures, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCKY POINT VENTURES, LLC.

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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