Original filing (PDF)20241107092917NAL0011211809001

ROCKWEST TECHNOLOGY GROUP, INC. DBA MULTICARD

Name: ROCKWEST TECHNOLOGY GROUP, INC. DBA MULTICARD — ROCKWEST TECHNOLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: ROCKWEST TECHNOLOGY GROUP, INC. DBA MULTICARD

Form 5500-SF

FILING_RECEIVED

ROCKWEST TECHNOLOGY GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKWEST TECHNOLOGY GROUP, INC. DBA MULTICARD.

Plan sponsor

Name

ROCKWEST TECHNOLOGY GROUP, INC. DBA MULTICARD

EIN

27-3777186

Address

4920 E. MCDOWELL ROAD · SUITE 101 · PHOENIX, AZ · 85008

Phone

(323) 256-8700

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-27

Filed

2024-11-07

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)

3C · Not intended to be qualified

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

Service providers (Schedule C)

Small plans don't disclose service providers

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