How big is WE ROC+, LLC's plan?

WE ROC+, LLC's plan reported $362K in assets and 3 participants for 2025.

Original filing (PDF)20260519215126NAL0001170499001

WE ROC+, LLC

Name: WE ROC+, LLC — WE ROC+, LLC Retirement Plan, Form 5500 (2025)
Creator: WE ROC+, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WE ROC+, LLC Retirement Plan

401(k) retirement plan · WE ROC+, LLC's WE ROC+, LLC Retirement Plan held $362K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

Plan identifiers

WE ROC+, LLC's EIN is 56-2388355.

EIN 56-2388355

Plan number 001

Plan year 2025

ACK ID 20260519215126NAL0001170499001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for WE ROC+, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

WE ROC+, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

WE ROC+, LLC

EIN

all filings

Address

3108 OLD DENTON RD., STE. 115 · CARROLLTON, TX · 75007

Phone

(972) 395-0090

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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