· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROLFE & LOBELLO, P.A. — ROLFE & LOBELLO, P.A. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722061150NAL0001056259001
ROLFE & LOBELLO, P.A.
Form 5500-SF
FILING_RECEIVED
ROLFE & LOBELLO, P.A. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
32
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
ROLFE & LOBELLO, P.A.
.
Find decision makers
Plan sponsor
Name
ROLFE & LOBELLO, P.A.
EIN
59-2969564
Address
233 EAST BAY STREET · SUITE 720 · JACKSONVILLE, FL · 32202
Phone
(904) 635-8048
Industry
Law Offices
· Professional & Technical 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LEWIS & HARRISON, L.L.C.
LEWIS & HARRISON, L.L.C. PROFIT SHARING PLAN
$2.4M · 9 participants
D'ALESSANDRO & D'ALESSANDRO,LLC
D'ALESSANDRO & D'ALESSANDRO,LLC PROFIT SHARING PLAN
$2.4M · 5 participants
MITVALSKY VANVOOREN & FOX PC
MITVALSKY VANVOOREN & FOX PC 401(K) PLAN
$2.4M · 7 participants
MARNEN MIODUSZEWSKI BORDONARO WAGNER SINNOTT
MARNEN MIODUSZEWSKI BORDONARO WAGNER SINNOTT
$2.4M · 7 participants
TOTZ ELLISON & TOTZ, P.C.
TOTZ ELLISON & TOTZ, P.C.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 14 participants
GARSON, SEGAL, STEINMETZ, FLADGATE LLP
GARSON, SEGAL, STEINMETZ, FLADGATE LLP CASH BALANCE PENSION PLAN
$2.4M · 4 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
