Jordan A Roth 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Jordan A Roth
  • Sponsor EIN: 842008213
  • Sponsor Address: 29001 CEDAR RD STE 670, LYNDHURST, OH, 441246501
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 9
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20259$0$0$0
202412$645,708$14,196$53,058
202310$154,535$13,284$37,916
20228$115,821$13,635$33,572

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