ROXANA RODRIGUEZ-WARD INSURANCE AND FINANCIAL SERVICES INC
Form 5500-SF
FILING_RECEIVED
ROXANA RODRIGUEZ-WARD INSURANCE AND FINANCIAL SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$8K
Net assets (EOY)
$8K
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
36
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROXANA RODRIGUEZ-WARD INSURANCE AND FINANCIAL SERVICES INC.
Plan sponsor
Name
ROXANA RODRIGUEZ-WARD INSURANCE AND FINANCIAL SERVICES INC
