How big is Michael Rolfe Research's plan?

Michael Rolfe Research's plan reported $76K in assets and 4 participants for 2024.

Original filing (PDF)20250620105238NAL0002293331001

Michael Rolfe Research

Name: Michael Rolfe Research — Michael Rolfe Research, Form 5500 (2024)
Creator: Michael Rolfe Research
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Rolfe Research 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Michael Rolfe Research's Michael Rolfe Research 401(k) Profit Sharing Plan & Trust held $76K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

People on this filing

Stacia Hart signed Michael Rolfe Research's 2024 Form 5500 as plan administrator.

Stacia Hart — 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

Michael Rolfe Research's EIN is 36-4338152.

EIN 36-4338152

Plan number 001

Plan year 2024

ACK ID 20250620105238NAL0002293331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Rolfe Research's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MICHAEL ROLFE RESEARCH

EIN

all filings

Address

4255 N HONORE ST STE 209 · CHICAGO, IL · 606134572

Phone

(312) 726-7766

Industry

Health Care & Social Assistance

Plan administrator