Original filing (PDF)20251007081127NAL0010799330001

ROOKS CPA PLLC

Name: ROOKS CPA PLLC — ROOKS CPA PLLC 401(K)PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ROOKS CPA PLLC

Form 5500-SF

FILING_RECEIVED

ROOKS CPA PLLC 401(K)PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$594K

Net assets (EOY)

$594K

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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROOKS CPA PLLC

EIN

43-2107604

Address

1025 EXECUTIVE DR · STE 104 · HIXSON, TN · 37343

Phone

(423) 855-1040

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