How big is Rodriquez Wealth Management, Inc.'s plan?

Rodriquez Wealth Management, Inc.'s plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20251015004924NAL0001910611001

Rodriquez Wealth Management, Inc.

Name: Rodriquez Wealth Management, Inc. — Rodriquez Wealth, Form 5500 (2024)
Creator: Rodriquez Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rodriquez Wealth Management, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Rodriquez Wealth Management, Inc.'s Rodriquez Wealth Management, Inc. Defined Benefit Pension Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Rodriquez Wealth Management, Inc.'s EIN is 84-4086325.

EIN 84-4086325

Plan number 002

Plan year 2024

ACK ID 20251015004924NAL0001910611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rodriquez Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rodriquez Wealth Management, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RODRIQUEZ WEALTH MANAGEMENT, INC..

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score