ROUGHAN & ASSOCIATES AT LINC, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
44
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
Plan health score
93
/ 100
Grade A
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
74
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROUGHAN & ASSOCIATES AT LINC, INC..
Plan sponsor
Name
ROUGHAN & ASSOCIATES AT LINC, INC.
EIN
47-0948934
Address
465 N. HALSTEAD STREET, STE 120 · PASADENA, CA · 91107
Phone
(626) 351-0991
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
