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ROSIE'S PLACE, INC. — ROSIE'S PLACE, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250515114937NAL0029054448001
ROSIE'S PLACE, INC.
Form 5500-SF
FILING_RECEIVED
ROSIE'S PLACE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
93
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROSIE'S PLACE, INC.
.
Find decision makers
Plan sponsor
Name
ROSIE'S PLACE, INC.
EIN
04-2582187
Address
889 HARRISON AVENUE · BOSTON, MA · 02118
Phone
(617) 318-0204
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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CHILDCARE RESOURCE CENTER OF CUYAHO
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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