How big is Marcos Rothman Valdes PLLC's plan?

Marcos Rothman Valdes PLLC's plan reported $3.8M in assets and 13 participants for 2024.

Original filing (PDF)20251015100353NAL0002211395001

Marcos Rothman Valdes PLLC

Name: Marcos Rothman Valdes PLLC — Marcos Rothman Valdes, Form 5500 (2024)
Creator: Marcos Rothman Valdes PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marcos Rothman Valdes PLLC 401(k) Plan

401(k) retirement plan · Marcos Rothman Valdes PLLC's Marcos Rothman Valdes PLLC 401(k) Plan held $3.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Brian Rothman signed Marcos Rothman Valdes PLLC's 2024 Form 5500 as plan administrator.

Brian Rothman — 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

Marcos Rothman Valdes PLLC's EIN is 65-0393671.

EIN 65-0393671

Plan number 001

Plan year 2024

ACK ID 20251015100353NAL0002211395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marcos Rothman Valdes PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marcos Rothman Valdes PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARCOS ROTHMAN VALDES PLLC.

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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