Original filing (PDF)20250929170916NAL0005155091001

Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group

Name: Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group — Form 5500 Plan 001 (2024)
Creator: Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group's Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group 401(k) Profit Sharing Plan held $674K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$674K

Net assets (EOY)

$674K

Plan identifiers

Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group's EIN is 82-2033950.

EIN 82-2033950

Plan number 001

Plan year 2024

ACK ID 20250929170916NAL0005155091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rollins Wealth Enterprises, Inc. DBA Norcal Financial Group's plan includes profit-sharing, a 401(k) feature, 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 ROLLINS WEALTH ENTERPRISES, INC. DBA NORCAL FINANCIAL GROUP.

Finding similar companies…

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