How big is Eliot Rose Wealth Management, LLC's plan?

Eliot Rose Wealth Management, LLC's plan reported $784K in assets and 5 participants for 2025.

Original filing (PDF)20260507133602NAL0002238579001

Eliot Rose Wealth Management, LLC

Name: Eliot Rose Wealth Management, LLC — Blossom Rose, Form 5500 (2025)
Creator: Eliot Rose Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blossom Rose 401(k) Plan

401(k) retirement plan · Eliot Rose Wealth Management, LLC's Blossom Rose 401(k) Plan held $784K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$784K

Net assets (EOY)

$784K

People on this filing

Jason Siperstein signed Eliot Rose Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Jason Siperstein — 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

Eliot Rose Wealth Management, LLC's EIN is 04-3649045.

EIN 04-3649045

Plan number 001

Plan year 2025

ACK ID 20260507133602NAL0002238579001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Eliot Rose Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Eliot Rose Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIOT ROSE WEALTH MANAGEMENT, LLC.

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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

Knocking points off