Original filing (PDF)20250312125112NAL0011721475001

KARL ROVE + COMPANY

Name: KARL ROVE + COMPANY — KARL ROVE + COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KARL ROVE + COMPANY

Form 5500-SF

FILING_RECEIVED

KARL ROVE + COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 KARL ROVE + COMPANY.

Plan sponsor

Name

KARL ROVE + COMPANY

EIN

74-2198649

Address

P.O. BOX 958 · LIBERTY HILL, TX · 78642

Phone

(512) 964-5342

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-03-12

Pension benefit codes

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

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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