How big is The ROI Shop, LLC's plan?

The ROI Shop, LLC's plan reported $799K in assets and 2 participants for 2024.

Original filing (PDF)20250819122400NAL0002207825001

The ROI Shop, LLC

Name: The ROI Shop, LLC — The ROI Shop, LLC 401(k) Plan, Form 5500 (2024)
Creator: The ROI Shop, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The ROI Shop, LLC 401(k) Plan

401(k) retirement plan · The ROI Shop, LLC's The ROI Shop, LLC 401(k) Plan held $799K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

Plan identifiers

The ROI Shop, LLC's EIN is 80-0898346.

EIN 80-0898346

Plan number 001

Plan year 2024

ACK ID 20250819122400NAL0002207825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The ROI Shop, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The ROI Shop, LLC's 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 THE ROI SHOP, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE ROI SHOP, LLC

EIN

all filings

Address

387 VINE MOUNTAIN WAY · MABLETON, GA · 30126

Phone

(770) 739-4725

Industry

Professional & Technical Services

Plan administrator