Original filing (PDF)20241015124356NAL0016417955001

Rockdale Partners LLC

Name: Rockdale Partners LLC — Rockdale Partners 401(k), Form 5500 (2023)
Creator: Rockdale Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockdale Partners 401(k) Plan

401(k) retirement plan · Rockdale Partners LLC's Rockdale Partners 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Leslie Flynn signed Rockdale Partners LLC's 2023 Form 5500 as plan administrator.

Leslie Flynn — 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

Rockdale Partners LLC's EIN is 47-3369787.

EIN 47-3369787

Plan number 001

Plan year 2023

ACK ID 20241015124356NAL0016417955001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rockdale Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rockdale Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCKDALE PARTNERS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score