How big is RO Rabozzi's plan?

RO Rabozzi's plan reported $693K in assets and 3 participants for 2024.

Original filing (PDF)20250407131528NAL0025377344001

RO Rabozzi

Name: RO Rabozzi — RO Rabozzi Profit Sharing Plan, Form 5500 (2024)
Creator: RO Rabozzi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RO Rabozzi Profit Sharing Plan

Defined-contribution retirement plan · RO Rabozzi's RO Rabozzi Profit Sharing Plan held $693K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

People on this filing

RO Rabozzi signed RO Rabozzi's 2024 Form 5500 as plan administrator.

RO Rabozzi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RO Rabozzi's EIN is 65-0010387.

EIN 65-0010387

Plan number 001

Plan year 2024

ACK ID 20250407131528NAL0025377344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RO Rabozzi from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RO Rabozzi's plan includes profit-sharing.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

RO RABOZZI

EIN

all filings

Address

400 S DIXIE HWY, SUITE 100 · BOCA RATON, FL · 33432

Phone

(561) 395-1909

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-04-07

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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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