· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROI TRAINING, INC. — ROI TRAINING, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250624130247NAL0017474338001
ROI TRAINING, INC.
Form 5500-SF
FILING_RECEIVED
ROI TRAINING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
34
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROI TRAINING, INC.
.
Find decision makers
Plan sponsor
Name
ROI TRAINING, INC.
EIN
51-0432478
Address
50 STATION ROAD, BUILDING 6, UNIT 1 · WATER MILL, NY · 11976
Phone
(973) 800-4922
Industry
Educational Services
see 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
2025-06-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
PREMIER CAMP COMPANY, LLC DBA CRESTWOOD COUNTRY DAY
CRESTWOOD COUNTRY DAY SCHOOL, INC. 401(K) PROFIT SHARING PLAN
$7.1M · 51 participants
MARIN MONTESSORI SCHOOL
MARIN MONTESSORI SCHOOL 403(B) DC PLAN
$7.0M · 58 participants
CENTRAL ARKANSAS CHRISTIAN SCHOOL INC.
CENTRAL ARKANSAS CHRISTIAN SCHOOL 401(K) PLAN
$7.0M · 98 participants
FAMILY LIFE ACADEMY CHARTER SCHOOLS
FAMILY LIFE ACADEMY CHARTER SCHOOLS 401(K) RETIREMENT PLAN
$7.0M · 290 participants
SCHOOL FACILITY CONSULTANTS, INC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SCHOOL FACILITY CONSULTANTS, INC. 401K PROFIT SHARING PLAN
$7.0M · 17 participants
THE CALVERT COUNTY DAY SCHOOL, INC
CALVERTON SCHOOL 403(B) RETIREMENT PLAN
$7.0M · 43 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
