How big is ROI Financial Advisors LLC's plan?

ROI Financial Advisors LLC's plan reported $765K in assets and 7 participants for 2024.

Original filing (PDF)20250925111543NAL0003489811001

ROI Financial Advisors LLC

Name: ROI Financial Advisors LLC — ROI Financial Advisors, Form 5500 (2024)
Creator: ROI Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROI Financial Advisors LLC 401(k) Plan

401(k) retirement plan · ROI Financial Advisors LLC's ROI Financial Advisors LLC 401(k) Plan held $765K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

People on this filing

Lance Johnson signed ROI Financial Advisors LLC's 2024 Form 5500 as plan administrator.

Lance Johnson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ROI Financial Advisors LLC's EIN is 46-1141934.

EIN 46-1141934

Plan number 001

Plan year 2024

ACK ID 20250925111543NAL0003489811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROI Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROI Financial Advisors LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

ROI FINANCIAL ADVISORS LLC

EIN

all filings

Address

14675 SW MILLIKAN WAY · BEAVERTON, OR · 97003

Phone

(503) 941-5925

Industry

Finance & Insurance

Plan administrator