How big is Loree Rodkin Management, Inc.'s plan?

Loree Rodkin Management, Inc.'s plan reported $3.0M in assets and 5 participants for 2023.

Original filing (PDF)20241015143451NAL0014855747001

Loree Rodkin Management, Inc.

Name: Loree Rodkin Management, Inc. — Loree Rodkin, Form 5500 (2023)
Creator: Loree Rodkin Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loree Rodkin Management, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Loree Rodkin Management, Inc.'s Loree Rodkin Management, Inc. Defined Benefit Pension Plan held $3.0M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Loree Rodkin Management, Inc.'s EIN is 95-3924573.

EIN 95-3924573

Plan number 002

Plan year 2023

ACK ID 20241015143451NAL0014855747001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Loree Rodkin Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Loree Rodkin Management, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOREE RODKIN MANAGEMENT, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off