Original filing (PDF)20250611160940NAL0014089475001

TARA ROTH LLC

Name: TARA ROTH LLC — TARA ROTH LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: TARA ROTH LLC

Form 5500-SF

FILING_RECEIVED

TARA ROTH LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TARA ROTH LLC.

Plan sponsor

Name

TARA ROTH LLC

EIN

45-2773565all filings

Address

18813 E 39TH ST S · STE 1022 · INDEPENDENCE, MO · 64057

Phone

(816) 824-4389

Industry