How big is West & ROSA LLP's plan?

West & ROSA LLP's plan reported $5.0M in assets and 11 participants for 2024.

Original filing (PDF)20250530121134NAL0008069649001

West & ROSA LLP

Name: West & ROSA LLP — West & ROSA LLP Retirement Plan, Form 5500 (2024)
Creator: West & ROSA LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West & ROSA LLP Retirement Plan

401(k) retirement plan · West & ROSA LLP's West & ROSA LLP Retirement Plan held $5.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Rocio Rodriguez signed West & ROSA LLP's 2024 Form 5500 as plan administrator.

Rocio Rodriguez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

West & ROSA LLP's EIN is 02-0759358.

EIN 02-0759358

Plan number 001

Plan year 2024

ACK ID 20250530121134NAL0008069649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for West & ROSA LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

West & ROSA LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST & ROSA LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score