Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROI COMMUNICATION, INC.
EIN 94-3408632management consultingLatest filing 2025
Plans
2
Retirement
2
$25.0M assets
Welfare
0
Participants
187
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 / $25.0M assets / 187 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 COMMUNICATION, INC. 401(K) RETIREMENT PLAN
401k
Assets$18.1M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROI COMMUNICATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.9M
Participants90
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 COMMUNICATION, INC. 401(K) RETIREMENT PLAN | 401k | $18.1M | 97 | 2025 | |
| 002 | ROI COMMUNICATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.9M | 90 | 2024 |
Retirement plans