How big is Sean Roach & Associates, PC's plan?

Sean Roach & Associates, PC's plan reported $242K in assets and 9 participants for 2023.

Original filing (PDF)20240703051807NAL0012375762001

Sean Roach & Associates, PC

Name: Sean Roach & Associates, PC — Sean Roach &, Form 5500 (2023)
Creator: Sean Roach & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sean Roach & Associates, PC 401(k) Plan

401(k) retirement plan · Sean Roach & Associates, PC's Sean Roach & Associates, PC 401(k) Plan held $242K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Sean Roach signed Sean Roach & Associates, PC's 2023 Form 5500 as plan administrator.

Sean Roach — 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

Sean Roach & Associates, PC's EIN is 47-5445630.

EIN 47-5445630

Plan number 001

Plan year 2023

ACK ID 20240703051807NAL0012375762001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sean Roach & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sean Roach & Associates, PC'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 SEAN ROACH & ASSOCIATES, PC.

Finding similar companies…

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