How big is ROZ Marketing Group's plan?

ROZ Marketing Group's plan reported $912K in assets and 7 participants for 2024.

Original filing (PDF)20250529060550NAL0013105040001

ROZ Marketing Group

Name: ROZ Marketing Group — Form 5500 (2024)
Creator: ROZ Marketing Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROZ Marketing Group

401(k) retirement plan · ROZ Marketing Group held $912K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$912K

Net assets (EOY)

$912K

People on this filing

Michael Rozbruch signed ROZ Marketing Group's 2024 Form 5500 as plan administrator.

Michael Rozbruch — 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

ROZ Marketing Group's EIN is 30-0803794.

EIN 30-0803794

Plan number 001

Plan year 2024

ACK ID 20250529060550NAL0013105040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROZ Marketing Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROZ Marketing Group'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 ROZ MARKETING GROUP.

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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

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

Plan sponsor

Name

ROZ MARKETING GROUP

EIN

all filings

Address

11239 VENTURA BLVD #103-1306 · STUDIO CITY, CA · 91604

Phone

(818) 973-2733

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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