How big is The Roehr Agency's plan?

The Roehr Agency's plan reported $2.1M in assets and 27 participants for 2025.

Original filing (PDF)20260312135353NAL0006432993001

The Roehr Agency

Name: The Roehr Agency — The Roehr Agency 401(k) Plan, Form 5500 (2025)
Creator: The Roehr Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Roehr Agency 401(k) Plan

401(k) retirement plan · The Roehr Agency's The Roehr Agency 401(k) Plan held $2.1M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

The Roehr Agency's EIN is 45-4093522.

EIN 45-4093522

Plan number 001

Plan year 2025

ACK ID 20260312135353NAL0006432993001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Roehr Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Roehr Agency'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 THE ROEHR AGENCY.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off