Original filing (PDF)20250606085822NAL0034923714001

ROTHWELL DOCUMENT SOLUTIONS, INC.

Name: ROTHWELL DOCUMENT SOLUTIONS, INC. — ROTHWELL DOCUMENT SOLUTIONS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: ROTHWELL DOCUMENT SOLUTIONS, INC.

Form 5500-SF

FILING_RECEIVED

ROTHWELL DOCUMENT SOLUTIONS, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROTHWELL DOCUMENT SOLUTIONS, INC..

Plan sponsor

Name

ROTHWELL DOCUMENT SOLUTIONS, INC.

EIN

61-1636322

Address

209 CARTER DRIVE · WEST CHESTER, PA · 19382

Phone

(610) 696-1290

Industry

Retail Tradesee 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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

OPTIMAL DYNAMICS, INC

OPTIMAL DYNAMICS 401(K) PLAN

$4.6M · 59 participants

STAVVY, INC.

STAVVY 401(K) PLAN

$4.6M · 154 participants

KALTEC ELECTRONICS, INC. (DBA DIGITAL WATCHDOG)

KALTEC ELECTRONICS, INC. RETIREMENT PLAN

$4.5M · 83 participants

LOUISIANA RADIO COMMUNICATIONS

LOUISIANA RADIO COMMUNICATIONS INC. 401(K) PLAN

$4.4M · 104 participants

MOBILEONE, LLC

MOBILEONE, LLC 401(K) PLAN

$4.7M · 691 participants