How big is Rollins Financial Advisors, LLC's plan?

Rollins Financial Advisors, LLC's plan reported $6.8M in assets and 11 participants for 2024.

Original filing (PDF)20250709160201NAL0005885169005

Rollins Financial Advisors, LLC

Name: Rollins Financial Advisors, LLC — Rollins Financial, Form 5500 (2024)
Creator: Rollins Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rollins Financial Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Rollins Financial Advisors, LLC's Rollins Financial Advisors, LLC 401(k) Profit Sharing Plan held $6.8M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Robert E. Schultz III signed Rollins Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Robert E. Schultz III — 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

Rollins Financial Advisors, LLC's EIN is 86-1775150.

EIN 86-1775150

Plan number 001

Plan year 2024

ACK ID 20250709160201NAL0005885169005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROLLINS FINANCIAL ADVISORS, 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