Original filing (PDF)20250314163916NAL0022747809001

THOMAS J. RODENO & ASSOCIATES

Name: THOMAS J. RODENO & ASSOCIATES — THOMAS J. RODENO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: THOMAS J. RODENO & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

THOMAS J. RODENO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS J. RODENO & ASSOCIATES.

Plan sponsor

Name

THOMAS J. RODENO & ASSOCIATES

EIN

84-0769529

Address

5700 E. 39TH AVENUE · DENVER, CO · 80207

Phone

(303) 575-6701

Industry

Wholesale Tradesee 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

2025-03-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

AL DAHRA ACX, INC.

ACX 401(K) PLAN

$5.0M · 149 participants

CRITES, TIDEY & ASSOCIATES, INC.

CRITES, TIDEY & ASSOCIATES, INC. PROFIT SHARING

$5.1M · 19 participants

GEORGE E. PICKETT, JR. & ASSOCIATES, INC.

GEORGE E. PICKETT, JR. & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$5.0M · 12 participants

BARTOLOTTA LLC

BARTOLOTTA LLC 401(K) PLAN AND TRUST

$5.0M · 9 participants

EASTEK HOLDINGS, LLC

EASTEK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN