Original filing (PDF)20250730172620NAL0007150688001

RETIREMENT OPTIMIZATION GROUP

Name: RETIREMENT OPTIMIZATION GROUP — RETIREMENT OPTIMIZATION GROUP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: RETIREMENT OPTIMIZATION GROUP

Form 5500-SF

FILING_RECEIVED

RETIREMENT OPTIMIZATION GROUP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETIREMENT OPTIMIZATION GROUP.

Plan sponsor

Name

RETIREMENT OPTIMIZATION GROUP

EIN

92-0775517all filings

Address

755 JEFFERSON RD · ROCHESTER, NY · 146233233

Phone

(585) 507-9545

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