Original filing (PDF)20251014103312NAL0003672112001

HEALTH RESOURCES OPTIMIZATION, INC.

Name: HEALTH RESOURCES OPTIMIZATION, INC. — HEALTH/ROI EMPLOYEES' PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HEALTH RESOURCES OPTIMIZATION, INC.

Form 5500-SF

FILING_RECEIVED

HEALTH/ROI EMPLOYEES' PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTH RESOURCES OPTIMIZATION, INC..

Plan sponsor

Name

HEALTH RESOURCES OPTIMIZATION, INC.

EIN

22-2977062

Address

344 MAIN STREET · METUCHEN, NJ · 08840

Phone

(732) 906-8700

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

RENEWABLE RESOURCES GROUP, LLC

RENEWABLE RESOURCES GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST

$9.3M · 32 participants

HRGI HOLDINGS, INC.

HRGI HOLDINGS INC. 401(K) RETIREMENT PLAN

$9.3M · 103 participants

FILTERTECH, INC.

FILTERTECH, INC. 401(K) PROFIT SHARING PLAN

$9.3M · 57 participants

P&A ADMINISTRATIVE SERVICES, INC.

P&A ADMINISTRATIVE SERVICES, INC. 401(K) PLAN

$9.4M · 223 participants

EVEREN MANAGEMENT SERVICES LTD.

EVEREN MANAGEMENT SERVICES LTD. 401(K) PLAN