How big is Rodefx's plan?

Rodefx's plan reported $546K in assets and 5 participants for 2024.

Original filing (PDF)20250813180852NAL0005011203001

Rodefx

Name: Rodefx — Rodefx 401(k) Profit Sharing Plan & Trust, Form 5500 (2024)
Creator: Rodefx
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rodefx 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Rodefx's Rodefx 401(k) Profit Sharing Plan & Trust held $546K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

Plan identifiers

Rodefx's EIN is 86-1150606.

EIN 86-1150606

Plan number 002

Plan year 2024

ACK ID 20250813180852NAL0005011203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rodefx's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (86th percentile).

Plan sponsor

Name

RODEFX

EIN

all filings

Address

1420 N. CLAREMONT BLVD., SUITE 203A · CLAREMONT, CA · 91711

Phone

(909) 921-3958

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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