How big is Roche, Scholz, Roche & Walsh, Ltd.'s plan?

Roche, Scholz, Roche & Walsh, Ltd.'s plan reported $6.2M in assets and 10 participants for 2024.

Original filing (PDF)20250703155418NAL0001156816001

Roche, Scholz, Roche & Walsh, Ltd.

Name: Roche, Scholz, Roche & Walsh, Ltd. — Roche, Scholz, Form 5500 (2024)
Creator: Roche, Scholz, Roche & Walsh, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roche, Scholz, Roche & Walsh, Ltd. Employees' Thrift Plan

401(k) retirement plan · Roche, Scholz, Roche & Walsh, Ltd.'s Roche, Scholz, Roche & Walsh, Ltd. Employees' Thrift Plan held $6.2M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

John a Regan signed Roche, Scholz, Roche & Walsh, Ltd.'s 2024 Form 5500 as plan administrator.

John a Regan — 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

Roche, Scholz, Roche & Walsh, Ltd.'s EIN is 36-2893231.

EIN 36-2893231

Plan number 002

Plan year 2024

ACK ID 20250703155418NAL0001156816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roche, Scholz, Roche & Walsh, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roche, Scholz, Roche & Walsh, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCHE, SCHOLZ, ROCHE & WALSH, LTD..

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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