How big is ROE Fusion LLC's plan?

ROE Fusion LLC's plan reported $6K in assets and 12 participants for 2024.

Original filing (PDF)20250721080719NAL0003074962001

ROE Fusion LLC

Name: ROE Fusion LLC — ROE Fusion LLC 401(k), Form 5500 (2024)
Creator: ROE Fusion LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROE Fusion LLC 401(k)

401(k) retirement plan · ROE Fusion LLC's ROE Fusion LLC 401(k) held $6K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Nick Rice signed ROE Fusion LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

ROE Fusion LLC's EIN is 86-2369115.

EIN 86-2369115

Plan number 001

Plan year 2024

ACK ID 20250721080719NAL0003074962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROE Fusion 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 ROE FUSION LLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ROE FUSION LLC

EIN

all filings

Address

120 W SIERRA MADRE BLVD · SIERRA MADRE, CA · 91024

Phone

(626) 808-1648

Industry

Accommodation & Food Services

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

2025-07-21

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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