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ROOSEN VARCHETTI AND OLIVIER-GAPLLC — RVO GEORGIA RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250415085656NAL0001397107001
ROOSEN VARCHETTI AND OLIVIER-GAPLLC
Form 5500-SF
FILING_RECEIVED
RVO GEORGIA RETIREMENT PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
26
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROOSEN VARCHETTI AND OLIVIER-GAPLLC
.
Find decision makers
Plan sponsor
Name
ROOSEN VARCHETTI AND OLIVIER-GAPLLC
EIN
81-4917340
Address
1950 N PARK PLACE SE STE 600 · ATLANTA, GA · 303392074
Phone
(586) 868-2737
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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RUDY, COYNER & ASSOCIATES, PLLC EMPLOYEES SAVINGS TRUST
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Knocking points off
Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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