Original filing (PDF)20250718120857NAL0001741953001

ROXANE MENNA PA

Name: ROXANE MENNA PA — Form 5500 (2024)
Creator: ROXANE MENNA PA

Form 5500-SF

FILING_RECEIVED

ROXANE MENNA PA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROXANE MENNA PA.

Plan sponsor

Name

ROXANE MENNA PA

EIN

47-2055625all filings

Address

7217 ACORN WAY · NAPLES, FL · 34119

Phone

(239) 398-8635

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

PAULA HEARD YOU REAL ESTATE LLC

PAULA HEARD YOU REAL ESTATE

$38K · 1 participants

A-LIST ESCROW INC

A-LIST ESCROW INC - 401(K) PLAN

$38K · 3 participants

D4 DESIGN RENOVATIONS LLC

$38K · 13 participants

BALCESCU PROJECT INC

BALCESCU PROJECT INC PROFIT SHARING PLAN AND TRUST

$38K · 1 participants

CA MCANLY ASSOCIATES INC

CA MCANLY ASSOCIATES INC 401K

$38K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.