Original filing (PDF)20251009152856NAL0006805585001

ROTH FIORETTI, LLC

Name: ROTH FIORETTI, LLC — ROTH FIORETTI, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROTH FIORETTI, LLC

Form 5500-SF

FILING_RECEIVED

ROTH FIORETTI, LLC 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

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 (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROTH FIORETTI, LLC.

Plan sponsor

Name

ROTH FIORETTI, LLC

EIN

81-2288878all filings

Address

311 S. WACKER DR., SUITE 2470 · CHICAGO, IL · 60606

Phone

(312) 922-6262

Industry

Law Offices· 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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

Related plans

Similar-size Law Offices plans

RICHARDSON & ROSENBERG, LLC

RICHARDSON & ROSENBERG, LLC 401K PROFIT SHARING PLAN

$644K · 5 participants

PHILLIPS LAW GROUP LLC

PHILLIPS LAW GROUP LLC 401(K) PLAN

$644K · 2 participants

MICHELI, BALDWIN, MORTIMER, MCLENDON & WHITACRE, LLP

MICHELI, BALDWIN, MORTIMER, MCLENDON & WHITACRE, LLP 401(K) PLAN

$644K · 15 participants

WALKER LAW, LLC

WALKER LAW, LLC 401(K) PLAN

$643K · 2 participants

CERASIA LAW LLC

CERASIA LAW LLC 401(K) PLAN

$643K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.