How big is ROTH & Basler, S.C.'s plan?

ROTH & Basler, S.C.'s plan reported $793K in assets and 7 participants for 2024.

Original filing (PDF)20250529131136NAL0007340769001

ROTH & Basler, S.C.

Name: ROTH & Basler, S.C. — ROTH & Basler, S.C. Profit, Form 5500 (2024)
Creator: ROTH & Basler, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROTH & Basler, S.C. Profit Sharing Plan

401(k) retirement plan · ROTH & Basler, S.C.'s ROTH & Basler, S.C. Profit Sharing Plan held $793K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

People on this filing

Todd Basler signed ROTH & Basler, S.C.'s 2024 Form 5500 as plan administrator.

Todd Basler — 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

ROTH & Basler, S.C.'s EIN is 20-5422371.

EIN 20-5422371

Plan number 001

Plan year 2024

ACK ID 20250529131136NAL0007340769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROTH & Basler, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROTH & Basler, S.C.'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 ROTH & BASLER, S.C..

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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