Original filing (PDF)20250523054944NAL0003163521001

ROI ANALYTICS, INC

Name: ROI ANALYTICS, INC — ROI ANALYTICS INC 401(K) PLAN, Form 5500 (2024)
Creator: ROI ANALYTICS, INC

Form 5500-SF

FILING_RECEIVED

ROI ANALYTICS INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROI ANALYTICS, INC

EIN

26-4320665all filings

Address

P O BOX 500 · MIDDLE ISLAND, NY · 11953

Phone

(631) 697-4598

Industry

Data Processing, Hosting· Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Data Processing, Hosting plans

VIRTUAL COMPUTE CORPORATION

$421K · 3 participants

PAYROLL PROS, LLC

PAYROLL PROS, LLC RETIREMENT TRUST

$420K · 5 participants

ALLCLIENTS LLC

ALLCLIENTS 401(K) PLAN

$422K · 4 participants

LOAN ORIGINATOR NETWORKS LLC

$420K · 4 participants

TORIC LABS, INC.

TORIC LABS, INC. 401(K)

$419K · 11 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.