How big is Jacob Roetman Agency's plan?

Jacob Roetman Agency's plan reported $170K in assets and 3 participants for 2024.

Original filing (PDF)20250825100055NAL0007740401001

Jacob Roetman Agency

Name: Jacob Roetman Agency — Jacob Roetman Agency 401(k), Form 5500 (2024)
Creator: Jacob Roetman Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacob Roetman Agency 401(k) Plan

401(k) retirement plan · Jacob Roetman Agency's Jacob Roetman Agency 401(k) Plan held $170K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

Plan identifiers

Jacob Roetman Agency's EIN is 27-1240734.

EIN 27-1240734

Plan number 001

Plan year 2024

ACK ID 20250825100055NAL0007740401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacob Roetman Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacob Roetman Agency'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 JACOB ROETMAN AGENCY.

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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