How big is Rohlik Financial Group, LLC's plan?

Rohlik Financial Group, LLC's plan reported $2.1M in assets and 4 participants for 2025.

Original filing (PDF)20260312052512NAL0007190786001

Rohlik Financial Group, LLC

Name: Rohlik Financial Group, LLC — Rohlik Financial, Form 5500 (2025)
Creator: Rohlik Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rohlik Financial Group, LLC 401(k) Plan

401(k) retirement plan · Rohlik Financial Group, LLC's Rohlik Financial Group, LLC 401(k) Plan held $2.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Rohlik Financial Group, LLC's EIN is 26-4720704.

EIN 26-4720704

Plan number 001

Plan year 2025

ACK ID 20260312052512NAL0007190786001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rohlik Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rohlik Financial Group, LLC'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 ROHLIK FINANCIAL GROUP, 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