How big is ROTH Financial Partners LLC's plan?

ROTH Financial Partners LLC's plan reported $3.9M in assets and 4 participants for 2025.

Original filing (PDF)20260410134452NAL0017517138001

ROTH Financial Partners LLC

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

Form 5500-SF

FILING_RECEIVED

ROTH Financial Partners LLC Retirement Savings Plan

401(k) retirement plan · ROTH Financial Partners LLC's ROTH Financial Partners LLC Retirement Savings Plan held $3.9M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Eric A. Johnson signed ROTH Financial Partners LLC's 2025 Form 5500 as plan administrator.

Eric A. Johnson — 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

ROTH Financial Partners LLC's EIN is 27-2101744.

EIN 27-2101744

Plan number 002

Plan year 2025

ACK ID 20260410134452NAL0017517138001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

ROTH Financial Partners 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 ROTH FINANCIAL PARTNERS 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