Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
ROI MARKETING CORPORATION
EIN 23-1856478marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
37
733 GENERALS HIGHWAY - MILLERSVILLE, MD 21108301-672-1494roimkt.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 37 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROI MARKETING CORPORATION SECOND AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST
401k
Assets$2.2M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROI MARKETING CORPORATION CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$759K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROI MARKETING CORPORATION SECOND AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST | 401k | $2.2M | 25 | 2024 | |
| 002 | ROI MARKETING CORPORATION CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $759K | 12 | 2024 |
Retirement plans