Filings through .
Sponsor portfolio
Rooks, Waltz, Jackson & Esary, I
EIN 58-1197776Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$487K assets
Welfare
1
Participants
15
1120 ZEBULON RD - GRIFFIN, GA 30224770-227-5008
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROOKS, WALTZ, JACKSON & ESARY, INC. 401(K) PLAN
401(k)
Assets$487K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ROOKS WALTZ JACKSON AND ESARY CPA GCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROOKS, WALTZ, JACKSON & ESARY, INC. 401(K) PLAN | 401(k) | $487K | 15 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ROOKS WALTZ JACKSON AND ESARY CPA GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans