How big is Rockingstone Advisors LLC's plan?

Rockingstone Advisors LLC's plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250604073057NAL0008223875001

Rockingstone Advisors LLC

Name: Rockingstone Advisors LLC — Rockingstone Advisors, Form 5500 (2024)
Creator: Rockingstone Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockingstone Advisors LLC 401(k) Plan

401(k) retirement plan · Rockingstone Advisors LLC's Rockingstone Advisors LLC 401(k) Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Brandt Sakakeeny signed Rockingstone Advisors LLC's 2024 Form 5500 as plan administrator.

Brandt Sakakeeny — 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

Rockingstone Advisors LLC's EIN is 26-4024853.

EIN 26-4024853

Plan number 001

Plan year 2024

ACK ID 20250604073057NAL0008223875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rockingstone Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rockingstone Advisors LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCKINGSTONE ADVISORS LLC.

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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