Original filing (PDF)20250730075633NAL0005124192001

ROCHE FINANCIAL, INC.

Name: ROCHE FINANCIAL, INC. — ROCHE FINANCIAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROCHE FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

ROCHE FINANCIAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 ROCHE FINANCIAL, INC..

Plan sponsor

Name

ROCHE FINANCIAL, INC.

EIN

23-2654393

Address

1610 E THIRD STREET · WILLIAMSPORT, PA · 17701

Phone

(800) 578-0624

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MELTON INSURANCE SERVICES, INC.

MELTON MCFADDEN AGENCY SAVINGS & RETIREMENT PLAN

$1.5M · 17 participants

KOESTER & BROWN INSURANCE AGENCY, INC. D/B/A BROWN INSURANCE GROUP

BROWN INSURANCE GROUP 401(K) PLAN

$1.5M · 6 participants

HAVEN BENEFITS, INC.

HAVEN BENEFITS, INC 401(K) PLAN

$1.5M · 4 participants

STUEHRENBERG AGENCY, INC.

STUEHRENBERG AGENCY, INC. SAFE HARBOR 401(K) PLAN

$1.5M · 7 participants

STROUD-MILLER INSURANCE SERVICE, INC.