· 2022–2024 · DOL EFAST2

William R. Rotella, LLC — William R. Rotella 401(k), Form 5500 (2025)

Original filing (PDF)20260604064905NAL0001648930001

William R. Rotella, LLC

Form 5500-SF

FILING_RECEIVED

William R. Rotella 401(k) Plan

401(k) retirement plan · William R. Rotella, LLC's William R. Rotella 401(k) Plan held $211K in plan assets for 2 participants in 2025.

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM R. ROTELLA, LLC.

Plan sponsor

Name

WILLIAM R. ROTELLA, LLC

EIN

27-3564948all filings

Address

246 S. WHITE HORSE PIKE · AUDUBON, NJ · 08106

Phone

(856) 617-0835

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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