How big is ROAM Co, LLC's plan?

ROAM Co, LLC's plan reported $622K in assets and 70 participants for 2024.

Original filing (PDF)20250801103801NAL0012311490036

ROAM Co, LLC

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

Form 5500-SF

FILING_RECEIVED

ROAM 401(k) Plan

401(k) retirement plan · ROAM Co, LLC's ROAM 401(k) Plan held $622K in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$622K

Net assets (EOY)

$622K

People on this filing

QIAN LIU signed ROAM Co, LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

ROAM Co, LLC's EIN is 88-1393421.

EIN 88-1393421

Plan number 001

Plan year 2024

ACK ID 20250801103801NAL0012311490036

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROAM Co, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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

Plan sponsor

Name

ROAM CO, LLC

EIN

all filings

Address

3535 PEACHTREE RD NE · 320 · ATLANTA, GA · 30326

Phone

(770) 377-7279

Industry

Real Estate

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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