How big is Roche Financial, Inc.'s plan?

Roche Financial, Inc.'s plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250730075633NAL0005124192001

Roche Financial, Inc.

Name: Roche Financial, Inc. — Roche Financial 401(k), Form 5500 (2024)
Creator: Roche Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roche Financial 401(k) Profit Sharing Plan

401(k) retirement plan · Roche Financial, Inc.'s Roche Financial 401(k) Profit Sharing Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

David Roche signed Roche Financial, Inc.'s 2024 Form 5500 as plan administrator.

David Roche — 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

Roche Financial, Inc.'s EIN is 23-2654393.

EIN 23-2654393

Plan number 001

Plan year 2024

ACK ID 20250730075633NAL0005124192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roche Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roche Financial, Inc.'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 ROCHE FINANCIAL, INC..

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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