How big is Rotolo Consultants, Inc.'s plan?

Rotolo Consultants, Inc.'s plan reported $10.4M in assets and 394 participants for 2024.

Original filing (PDF)20250930111226NAL0016408499001

Rotolo Consultants, Inc.

Name: Rotolo Consultants, Inc. — RCI 401(k) Plan, Form 5500 (2024)
Creator: Rotolo Consultants, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

RCI 401(k) Plan

401(k) retirement plan · Rotolo Consultants, Inc.'s RCI 401(k) Plan held $10.4M in plan assets for 394 participants in 2024, with Transamerica as recordkeeper.

Active participants

394

Accounts w/ balance

183

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

People on this filing

Angelina Halstead signed Rotolo Consultants, Inc.'s 2024 Form 5500 as plan administrator.

Angelina Halstead — 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

Rotolo Consultants, Inc.'s EIN is 72-1285520.

EIN 72-1285520

Plan number 001

Plan year 2024

ACK ID 20250930111226NAL0016408499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rotolo Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rotolo Consultants, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (11th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

ROTOLO CONSULTANTS, INC.

EIN

all filings

Address

38001 BROWNSVILLAGE ROAD · SLIDELL, LA · 704604875

Phone

(985) 643-2427

Industry

Construction

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA FINANCIAL LIFE	36-6071399	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES AND ASSOCIATES INC	59-1237041	—	INVESTMENT ADVISORY - PL	$13K	—

Investments

32 direct securities · 1 pooled fund· $18.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$10.4M

1 holding

Other securities

$6.9M

23 holdings

Cash / Money Market

$710K

1 holding

Mutual Funds

$299K

8 holdings

					% of plan
SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$10.4M	100.0%
TransamericaRetOnTrk 2050 with Amer Fds RetOpt	Other securities	—	—	$999K	9.6%
TransamericaRetOnTrk 2045 with Amer Fds RetOpt	Other securities	—	—	$810K	7.8%
Transamerica Partners Stck Index Ret Opt	Other securities	—	—	$781K	7.5%
TransamericaRetOnTrk 2035 with Amer Fds RetOpt	Other securities	—	—	$758K	7.3%
TransamericaRetOnTrk 2040 with Amer Fds RetOpt	Other securities	—	—	$727K	7.0%
AEGON Cash Resrv Ret Acct	Cash / Money Market	—	—	$710K	6.9%
TransamericaRetOnTrk 2055 with Amer Fds RetOpt	Other securities	—	—	$521K	5.0%
TransamericaRetOnTrk 2025 with Amer Fds RetOpt	Other securities	—	—	$477K	4.6%
State Street Internatnl Index Ret Opt	Other securities	—	—	$351K	3.4%
State Street Russell Lg Cap Gr Index Ret Acct	Other securities	—	—	$337K	3.3%
TransamericaRetOnTrk 2060 with Amer Fds RetOpt	Other securities	—	—	$249K	2.4%
State Street S&P Mid Cap Index Ret Opt	Other securities	—	—	$199K	1.9%
State Street U.S. Bd Index Ret Opt	Other securities	—	—	$163K	1.6%
State Street Russell Lg Cap Val Indx Ret Acct	Other securities	—	—	$161K	1.6%
TA Vanguard REIT Index Ret Opt	Mutual Funds	—	—	$157K	1.5%
State Street Russell Sm Cap Val Index Ret Opt	Other securities	—	—	$97K	0.9%
State Street Russell Sm Cap Val Index Ret Acct	Other securities	—	—	$65K	0.6%
State Street Russell Sm Cap Gr Index Ret Acct	Other securities	—	—	$62K	0.6%
DFA Inflation-Protected Securities Port Ret Opt	Mutual Funds	—	—	$48K	0.5%
JPMorgan U.S. Equity Ret Opt	Other securities	—	—	$37K	0.4%
American Funds New World Ret Opt	Mutual Funds	—	—	$34K	0.3%
TransamericaRetOnTrk 2020 with Amer Fds RetOpt	Other securities	—	—	$33K	0.3%
MFS Massachusetts Invstrs Growth Stock Ret Opt	Mutual Funds	—	—	$31K	0.3%
Transamerica RetireOnTrk 2065 with Amer Fds RetOpt	Other securities	—	—	$29K	0.3%
BlackRock High Yield Portfolio Ret Opt	Other securities	—	—	$25K	0.2%
Neuberger Berman Real Estate Ret Opt	Other securities	—	—	$19K	0.2%
JPMorgan U.S. Sm Comp Ret Opt	Other securities	—	—	$17K	0.2%
MFS Mid Cap Value Ret Opt	Mutual Funds	—	—	$13K	0.1%
American Funds EuroPacific Gr Ret Opt	Mutual Funds	—	—	$7K	<0.1%
American Funds Blncd Ret Opt	Mutual Funds	—	—	$5K	<0.1%
MFS Mid Cap Growth Ret Opt	Mutual Funds	—	—	$4K	<0.1%
JPMorgan SMID Cap Equity Ret Opt	Other securities	—	—	$2K	<0.1%