ROURKE & BLUMENTHAL, LLC 401(K) PROFIT SHARING PLAN

[ EIN: 02-0563172 | Plan No. 001 ]

Form 5500 records indicate that ROURKE & BLUMENTHAL, LLC 401(K) PROFIT SHARING PLAN is a 401(k) plan sponsored by ROURKE & BLUMENTHAL, LLC. The plan is classified as a Small Plan with 12 participants and assets totaling $5,395,847 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ROURKE & BLUMENTHAL, LLC

Location: 495 SOUTH HIGH STREET, SUITE 450, COLUMBUS, OH 43215

EIN: 020563172

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 12

Total Assets: $5,395,847

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