· 2022–2024 · DOL EFAST2

MOCK, ROOS & Associates, Inc. — MOCK, ROOS &, Form 5500 (2024)

Original filing (PDF)20250701120652NAL0012657297001

MOCK, ROOS & Associates, Inc.

Form 5500-SF

FILING_RECEIVED

MOCK, ROOS & Associates, Inc. 401(k) Plan

401(k) retirement plan · MOCK, ROOS & Associates, Inc.'s MOCK, ROOS & Associates, Inc. 401(k) Plan held $7.4M in plan assets for 29 participants in 2024.

Active participants

29

Accounts w/ balance

30

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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

70

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOCK, ROOS & ASSOCIATES, INC..

Plan sponsor

Name

MOCK, ROOS & ASSOCIATES, INC.

EIN

Address

5720 CORPORATE WAY · WEST PALM BEACH, FL · 33407

Phone

(561) 683-3113

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

Averna TEST Systems, Inc.

Averna TEST Systems 401(k) Plan

$7.4M · 75 participants

JD2 Environmental Inc. 401(k) Plan

JD2 Environmental, Inc. 401(k) Plan

$7.4M · 13 participants

Nathan Kunes, Inc.

Nathan Kunes, Inc. 401(k) Plan

$7.4M · 13 participants

Carlson Environmental Consultants, PC

Carlson Environmental Consultants, PC 401(k) Plan

$7.4M · 184 participants

Reese Hackman Engineering, Inc.

The Reese Hackman Engineering 401(k) Retirement Savings Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.