Original filing (PDF)20230514105115NAL0034903489001

Rockbridge Financial Services LLC

Name: Rockbridge Financial Services LLC — Kaiser Foundatio, Form 5500 (2022)
Creator: Rockbridge Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaiser Foundation Health Plan Inc.

Health & welfare plan · Rockbridge Financial Services LLC's Kaiser Foundation Health Plan Inc. filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Maxim KRAY signed Rockbridge Financial Services LLC's 2022 Form 5500 as plan administrator.

Maxim KRAY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rockbridge Financial Services LLC's EIN is 85-4176727.

EIN 85-4176727

Plan number 501

Plan year 2022

ACK ID 20230514105115NAL0034903489001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Rockbridge Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Rockbridge Financial Services LLC's plan includes health coverage, dental coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Knocking points off