Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$500K
- Dental$500K
- Vision$500K
- Prescription drug$500K
- Stop-loss$500K
Sponsor portfolio
ROTH & CO. LLP
EIN 11-3360065accountingLatest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$500K premiums
Participants
364
1428 36TH STREET, SUITE 200 - BROOKLYN, NY 11218718-975-5300atticusrpm.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $500K premiums / 147 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- GUTMANS INS BROKERAGE INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROTH & COMPANY, LLP 401(K) PLAN
401k
Assets$12.4M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROTH & COMPANY LLP HEALTH PLAN
Self Funded - SUN LIFE AND HEALTH INS. CO.
Premiums$500K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROTH & COMPANY, LLP 401(K) PLAN | 401k | $12.4M | 217 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROTH & COMPANY LLP HEALTH PLAN | Self Funded | SUN LIFE AND HEALTH INS. CO. | $500K | 147 | 2025 |
Retirement plans
Welfare plans