How big is John W. ROOD CPA & Associates' plan?

John W. ROOD CPA & Associates' plan reported $4.0M in assets and 7 participants for 2024.

Original filing (PDF)20250916152837NAL0002106945001

John W. ROOD CPA & Associates

Name: John W. ROOD CPA & Associates — John W. ROOD, CPA, Form 5500 (2024)
Creator: John W. ROOD CPA & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John W. ROOD, CPA 401(k) Plan

401(k) retirement plan · John W. ROOD CPA & Associates' John W. ROOD, CPA 401(k) Plan held $4.0M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

John W. ROOD CPA & Associates' EIN is 76-0043576.

EIN 76-0043576

Plan number 002

Plan year 2024

ACK ID 20250916152837NAL0002106945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John W. ROOD CPA & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John W. ROOD CPA & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN W. ROOD CPA & ASSOCIATES.

Finding similar companies…

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