· 2022–2024 · DOL EFAST2

E. RODRIGUEZ HOLDINGS, LLC — E. RODRIGUEZ HOLDINGS, LLC 401K RETIREMENT PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250623140158NAL0006446529001

E. RODRIGUEZ HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

E. RODRIGUEZ HOLDINGS, LLC 401K RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

E. RODRIGUEZ HOLDINGS, LLC

EIN

81-5436129

Address

3901 SW 130TH AVE · MIRAMAR, FL · 330272835

Phone

(305) 796-5019

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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 All Other Professional Services plans

KVELL COLLECTIVE, LLC

KVELL COLLECTIVE 401(K) PLAN

$348K · 30 participants

PALMA CEIA LOCK & KEY INC

PALMA CEIA LOCK & KEY INC 401(K) PROFIT SHARING PLAN & TRUST

$348K · 4 participants

BEST KASE SCENARIO, LLC

CBA APEX 401(K) PLAN

$348K · 11 participants

DAVID HUNG CONSULTING

DAVID HUNG RETIREMENT PLAN

$348K · 2 participants

UNIC CLINIC & HEALTHCARE SERVI

UNIC CLINIC & HEALTHCARE SERVI 401(K) PROFIT SHARING PLAN & TRUST

$348K · 10 participants

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