How big is Roland Financial LLC's plan?

Roland Financial LLC's plan reported $555K in assets and 4 participants for 2024.

Original filing (PDF)20250718145340NAL0000906627001

Roland Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Roland Financial 401(k) Plan

401(k) retirement plan · Roland Financial LLC's Roland Financial 401(k) Plan held $555K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

Plan identifiers

Roland Financial LLC's EIN is 47-5088271.

EIN 47-5088271

Plan number 001

Plan year 2024

ACK ID 20250718145340NAL0000906627001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roland Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Helping the score