How big is Matthew R. ROE's plan?

Matthew R. ROE's plan reported $856K in assets and 8 participants for 2024.

Original filing (PDF)20250609152808NAL0041175730001

Matthew R. ROE

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

Form 5500-SF

FILING_RECEIVED

Matthew R. ROE 401(k) Plan

401(k) retirement plan · Matthew R. ROE's Matthew R. ROE 401(k) Plan held $856K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$856K

Net assets (EOY)

$856K

People on this filing

Matthew ROE signed Matthew R. ROE's 2024 Form 5500 as plan administrator.

Matthew ROE — 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

Matthew R. ROE's EIN is 87-0781512.

EIN 87-0781512

Plan number 001

Plan year 2024

ACK ID 20250609152808NAL0041175730001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew R. ROE'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 MATTHEW R. ROE.

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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 (89th percentile).

Plan sponsor

Name

MATTHEW R. ROE

EIN

all filings

Address

2530 JAMES STREET · SYRACUSE, NY · 13206

Phone

(315) 437-4456

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-06-09

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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