Original filing (PDF)20250728150326NAL0002247969001

ROCHKIND INSURANCE

Name: ROCHKIND INSURANCE — ROCHKIND INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: ROCHKIND INSURANCE

Form 5500-SF

FILING_RECEIVED

ROCHKIND INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ROCHKIND INSURANCE

EIN

46-1131600

Address

514 23RD STREET · GALVESTON, TX · 77550

Phone

(409) 770-9503

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

LEICHT INSURANCE INC

LEICHT INSURANCE INC 401(K) P/S PLAN

$86K · 3 participants

RICHARDSON FINANCIAL LLC

RICHARDSON FINANCIAL 401(K) PLAN

$86K · 1 participants

REESE INSURANCE AND FINANCIAL SERVICES, INC.

REESE INSURANCE AND FINANCIAL SERVICES 401(K)

$86K · 21 participants

PARADIGM INSURANCE & ASSOCIATES

PARADIGM INSURANCE & ASSOCIATES 401K PROFIT SHARING PLAN AND TRU

$86K · 4 participants

SHIRAZI & ASSOCIATES INC

SHIRAZI & ASSOCIATES INC SAVINGS PLAN