Original filing (PDF)20250923111328NAL0014620786001

TOBIN & ROONEY, INC.

Name: TOBIN & ROONEY, INC. — TOBIN & ROONEY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TOBIN & ROONEY, INC.

Form 5500-SF

FILING_RECEIVED

TOBIN & ROONEY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 TOBIN & ROONEY, INC..

Plan sponsor

Name

TOBIN & ROONEY, INC.

EIN

74-1491826

Address

PO BOX 6873 · HOUSTON, TX · 772656873

Phone

(713) 666-2826

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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