ROUGHAN & ASSOCIATES AT LINC, INC. DEFINED BENEFIT RETIREMENT PLAN
Defined-benefit pension plan
Active participants
24
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score
100
/ 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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
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 · SUITE 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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
