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

Rock Financial, Inc.'s plan reported $236K in assets and 3 participants for 2024.

Original filing (PDF)20250918145450NAL0001992755001

Rock Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Rock Financial, Inc. Safe Harbor 401(k) Plan

401(k) retirement plan · Rock Financial, Inc.'s Rock Financial, Inc. Safe Harbor 401(k) Plan held $236K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

Plan identifiers

Rock Financial, Inc.'s EIN is 26-4132389.

EIN 26-4132389

Plan number 001

Plan year 2024

ACK ID 20250918145450NAL0001992755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rock Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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