Original filing (PDF)20251205075822NAL0001792643001

ROEN Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

ROEN Associates, Inc. 401(k) Plan

401(k) retirement plan · ROEN Associates, Inc.'s ROEN Associates, Inc. 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

ROEN Associates, Inc.'s EIN is 26-3550332.

EIN 26-3550332

Plan number 001

Plan year 2024

ACK ID 20251205075822NAL0001792643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROEN Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROEN ASSOCIATES, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score