How big is Rolta Advizex Technologies, LLC's plan?

Rolta Advizex Technologies, LLC's plan reported $35.6M in assets and 279 participants for 2024.

Original filing (PDF)20251010113537NAL0004559779001

Rolta Advizex Technologies, LLC

Name: Rolta Advizex Technologies, LLC — Advizex Technologi, Form 5500 (2024)
Creator: Rolta Advizex Technologies, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Advizex Technologies, LLC Retirement 401(k) Plan

401(k) retirement plan · Rolta Advizex Technologies, LLC's Advizex Technologies, LLC Retirement 401(k) Plan held $35.6M in plan assets for 279 participants in 2024, with Empower as recordkeeper.

Signals · 1

100% in single holding

Active participants

279

Accounts w/ balance

297

Plan assets (EOY)

$35.6M

Net assets (EOY)

$35.6M

People on this filing

Cassy Depuy signed Rolta Advizex Technologies, LLC's 2024 Form 5500 as plan administrator.

Cassy Depuy — 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

Rolta Advizex Technologies, LLC's EIN is 37-1504931.

EIN 37-1504931

Plan number 001

Plan year 2024

ACK ID 20251010113537NAL0004559779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rolta Advizex Technologies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rolta Advizex Technologies, LLC'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 ROLTA ADVIZEX TECHNOLOGIES, LLC.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ROLTA ADVIZEX TECHNOLOGIES, LLC

EIN

all filings

Address