· 2022–2024 · DOL EFAST2

Rochkind Insurance — Rochkind Insurance 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260617134025NAL0002822336001

Rochkind Insurance

Form 5500-SF

FILING_RECEIVED

Rochkind Insurance 401(k) Plan

401(k) retirement plan · Rochkind Insurance's Rochkind Insurance 401(k) Plan held $142K in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

2

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

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

59

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th 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

46-1131600all filings

Address

514 23RD STREET · GALVESTON, TX · 77550

Phone

(409) 770-9503

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-17

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

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