How big is ROK Financial LLC's plan?

ROK Financial LLC's plan reported $903K in assets and 56 participants for 2024.

Original filing (PDF)20250623150521NAL0003798435001

ROK Financial LLC

Name: ROK Financial LLC — ROK Financial LLC 401(k) Plan, Form 5500 (2024)
Creator: ROK Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROK Financial LLC 401(k) Plan

401(k) retirement plan · ROK Financial LLC's ROK Financial LLC 401(k) Plan held $903K in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$903K

Net assets (EOY)

$903K

People on this filing

Rebecca Zahradka signed ROK Financial LLC's 2024 Form 5500 as plan administrator.

Rebecca Zahradka — 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

ROK Financial LLC's EIN is 47-1673481.

EIN 47-1673481

Plan number 001

Plan year 2024

ACK ID 20250623150521NAL0003798435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROK Financial LLC'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 ROK FINANCIAL 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

Knocking points off