How big is Rockman, Videbeck & O'CONNOR,LLC's plan?

Rockman, Videbeck & O'CONNOR,LLC's plan reported $662K in assets and 5 participants for 2024.

Original filing (PDF)20250618133853NAL0001428595001

Rockman, Videbeck & O'CONNOR,LLC

Name: Rockman, Videbeck & O'CONNOR,LLC — Rockman, Videbeck, Form 5500 (2024)
Creator: Rockman, Videbeck & O'CONNOR,LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockman, Videbeck & O'CONNOR,LLC Profit Sharing Plan

Defined-contribution retirement plan · Rockman, Videbeck & O'CONNOR,LLC's Rockman, Videbeck & O'CONNOR,LLC Profit Sharing Plan held $662K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

People on this filing

James Videbeck signed Rockman, Videbeck & O'CONNOR,LLC's 2024 Form 5500 as plan administrator.

James Videbeck — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rockman, Videbeck & O'CONNOR,LLC's EIN is 81-3182377.

EIN 81-3182377

Plan number 001

Plan year 2024

ACK ID 20250618133853NAL0001428595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rockman, Videbeck & O'CONNOR,LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rockman, Videbeck & O'CONNOR,LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCKMAN, VIDEBECK & O'CONNOR,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