How big is The RODA Group's plan?

The RODA Group's plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260331184122NAL0000433681001

The RODA Group

Name: The RODA Group — The RODA Group 401(k), Form 5500 (2025)
Creator: The RODA Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The RODA Group 401(k)

401(k) retirement plan · The RODA Group's The RODA Group 401(k) held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Roger A. Strauch signed The RODA Group's 2025 Form 5500 as plan administrator.

Roger A. Strauch — 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

The RODA Group's EIN is 94-3273687.

EIN 94-3273687

Plan number 001

Plan year 2025

ACK ID 20260331184122NAL0000433681001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The RODA Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The RODA Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

THE RODA GROUP

EIN

all filings

Address

2217 5TH STREET · BERKELEY, CA · 947102216

Phone

(510) 649-2182

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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