How big is Ubelhart Rogstad and Associate's plan?

Ubelhart Rogstad and Associate's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250620113520NAL0003845969001

Ubelhart Rogstad and Associate

Name: Ubelhart Rogstad and Associate — Ubelhart Rogstad, Form 5500 (2024)
Creator: Ubelhart Rogstad and Associate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ubelhart Rogstad and Associate 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ubelhart Rogstad and Associate's Ubelhart Rogstad and Associate 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

T. Sean Rogstad signed Ubelhart Rogstad and Associate's 2024 Form 5500 as plan administrator.

T. Sean Rogstad — 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

Ubelhart Rogstad and Associate's EIN is 46-2709365.

EIN 46-2709365

Plan number 001

Plan year 2024

ACK ID 20250620113520NAL0003845969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ubelhart Rogstad and Associate from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ubelhart Rogstad and Associate'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 UBELHART ROGSTAD AND ASSOCIATE.

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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