How big is Stephen Rothbloom OD LLC's plan?

Stephen Rothbloom OD LLC's plan reported $1.2M in assets and 17 participants for 2024.

Original filing (PDF)20250712012348NAL0010083152001

Stephen Rothbloom OD LLC

Name: Stephen Rothbloom OD LLC — Stephen Rothbloom OD LLC, Form 5500 (2024)
Creator: Stephen Rothbloom OD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Rothbloom OD LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stephen Rothbloom OD LLC's Stephen Rothbloom OD LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Tephen Rothbloom signed Stephen Rothbloom OD LLC's 2024 Form 5500 as plan administrator.

Tephen Rothbloom — 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

Stephen Rothbloom OD LLC's EIN is 20-5228732.

EIN 20-5228732

Plan number 001

Plan year 2024

ACK ID 20250712012348NAL0010083152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen Rothbloom OD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Rothbloom OD LLC'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 STEPHEN ROTHBLOOM OD LLC.

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Plan health score

Above-average plan

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