Original filing (PDF)20250324154253NAL0007004211001

THE RODRIGUEZ LAW FIRM, APC

Name: THE RODRIGUEZ LAW FIRM, APC — THE RODRIGUEZ LAW FIRM, APC 401(K) PLAN, Form 5500 (2024)
Creator: THE RODRIGUEZ LAW FIRM, APC

Form 5500-SF

FILING_RECEIVED

THE RODRIGUEZ LAW FIRM, APC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE RODRIGUEZ LAW FIRM, APC.

Plan sponsor

Name

THE RODRIGUEZ LAW FIRM, APC

EIN

92-2344669

Address

315 TRUXTUN AVENUE · BAKERSFIELD, CA · 93301

Phone

(661) 324-5911

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-03-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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