How big is Offit and ROTH, P.A.'s plan?

Offit and ROTH, P.A.'s plan reported $5.9M in assets and 9 participants for 2024.

Original filing (PDF)20260214105630NAL0002479539001

Offit and ROTH, P.A.

Name: Offit and ROTH, P.A. — Offit and ROTH, P.A. 401(k), Form 5500 (2024)
Creator: Offit and ROTH, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Offit and ROTH, P.A. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Offit and ROTH, P.A.'s Offit and ROTH, P.A. 401(k) Profit Sharing Plan and Trust held $5.9M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Offit and ROTH, P.A.'s EIN is 52-1365930.

EIN 52-1365930

Plan number 002

Plan year 2024

ACK ID 20260214105630NAL0002479539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Offit and ROTH, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Offit and ROTH, P.A.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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