Assets by plan
Share of aggregate retirement assets
Filings through .
Roi Communication, Inc.
EIN 94-3408632management consultingLatest filing 2025
Plans
2
Retirement
2
$24.7M assets
Health & Benefits
0
Participants
179
5274 SCOTTS VALLEY DRIVE - SCOTTS VALLEY, CA 95066831-430-0170roico.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.7M assets / 179 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROI COMMUNICATION, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$18.1M
Participants97
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ROI COMMUNICATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.6M
Participants82
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROI COMMUNICATION, INC. 401(K) RETIREMENT PLAN | 401(k) | $18.1M | 97 | 2025 |
| #002 | ROI COMMUNICATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.6M | 82 | 2025 |
- #001 · 401(k) · 202597
- #002 · ESOP · 202582
Retirement plans