How big is ROI Analytics, Inc.'s plan?

ROI Analytics, Inc.'s plan reported $421K in assets and 3 participants for 2024.

Original filing (PDF)20250523054944NAL0003163521001

ROI Analytics, Inc.

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

Form 5500-SF

FILING_RECEIVED

ROI Analytics Inc. 401(k) Plan

401(k) retirement plan · ROI Analytics, Inc.'s ROI Analytics Inc. 401(k) Plan held $421K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

Marylou Caratozzolo signed ROI Analytics, Inc.'s 2024 Form 5500 as plan administrator.

Marylou Caratozzolo — 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

ROI Analytics, Inc.'s EIN is 26-4320665.

EIN 26-4320665

Plan number 001

Plan year 2024

ACK ID 20250523054944NAL0003163521001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROI Analytics, 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 ROI ANALYTICS, 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