Original filing (PDF)20250208171230NAL0026859088001

ROBERT ROELL

Name: ROBERT ROELL — CG SALES & MARKETING LLC 401K 2024, Form 5500 (2024)
Creator: ROBERT ROELL

Form 5500-SF

FILING_RECEIVED

CG SALES & MARKETING LLC 401K 2024

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT ROELL.

Plan sponsor

Name

ROBERT ROELL

EIN

82-0712185

Address

585 COEUR DE ROYALE DR APT 303 · SAINT LOUIS, MO · 631416917

Phone

(314) 614-6084

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-08

Pension benefit codes

2J · 401(k) feature

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

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