· 2022–2024 · DOL EFAST2

James John Roeder PA — James J Roeder CPA Individual, Form 5500 (2024)

Original filing (PDF)20260128122806NAL0006709522001

James John Roeder PA

Form 5500-SF

FILING_RECEIVED

James J Roeder CPA Individual 401(k)

401(k) retirement plan · James John Roeder PA's James J Roeder CPA Individual 401(k) held $159K in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 2.4 mo

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

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

90

Total plan cost

n/a

Plan health

82

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES JOHN ROEDER PA.

Plan sponsor

Name

JAMES JOHN ROEDER PA

EIN

35-2551038all filings

Address

5775 WAYZATA BLVD STE 610 · ST LOUIS PARK, MN · 554161232

Phone

(612) 280-6766

Industry

CPA Offices· Professional & Technical 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

2026-01-28

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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