How big is ROTH Insurance's plan?

ROTH Insurance's plan reported $644 in assets and 2 participants for 2024.

Original filing (PDF)20250729141539NAL0001687955001

ROTH Insurance

Name: ROTH Insurance — ROTH Insurance SOCA Benefit Plan, Form 5500 (2024)
Creator: ROTH Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROTH Insurance SOCA Benefit Plan

Health & welfare plan · ROTH Insurance's ROTH Insurance SOCA Benefit Plan held $644 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$644

Net assets (EOY)

$228

People on this filing

Matt Appenzeller signed ROTH Insurance's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Insurance's EIN is 34-6549991.

EIN 34-6549991

Plan number 501

Plan year 2024

ACK ID 20250729141539NAL0001687955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROTH Insurance's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROTH INSURANCE.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score