How big is ROOK Group, LLC's plan?

ROOK Group, LLC's plan reported $273K in assets and 4 participants for 2024.

Original filing (PDF)20251015112727NAL0004410017001

ROOK Group, LLC

Name: ROOK Group, LLC — ROOK Group, LLC 401(k) Plan, Form 5500 (2024)
Creator: ROOK Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOK Group, LLC 401(k) Plan

401(k) retirement plan · ROOK Group, LLC's ROOK Group, LLC 401(k) Plan held $273K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

Plan identifiers

ROOK Group, LLC's EIN is 82-2873468.

EIN 82-2873468

Plan number 001

Plan year 2024

ACK ID 20251015112727NAL0004410017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROOK Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROOK Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ROOK GROUP, LLC

EIN

all filings

Address

8100 WYOMING BLVD NE, SUITE M4-174 · ALBUQUERQUE, NM · 87113

Phone

(505) 938-9510

Industry

Finance & Insurance

Plan administrator