How big is Roosevelt Consulting Services' plan?

Roosevelt Consulting Services' plan reported $14K in assets and 2 participants for 2025.

Original filing (PDF)20260422091801NAL0003444737001

Roosevelt Consulting Services

Name: Roosevelt Consulting Services — Roosevelt Consulting, Form 5500 (2025)
Creator: Roosevelt Consulting Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roosevelt Consulting Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Roosevelt Consulting Services' Roosevelt Consulting Services 401(k) Profit Sharing Plan & Trust held $14K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Edward Rojas signed Roosevelt Consulting Services' 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Roosevelt Consulting Services' EIN is 81-5356082.

EIN 81-5356082

Plan number 001

Plan year 2025

ACK ID 20260422091801NAL0003444737001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roosevelt Consulting Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roosevelt Consulting Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOSEVELT CONSULTING SERVICES.

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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