Original filing (PDF)20251013102121NAL0002394498001

DAVID ROSEN BAKERY SUPPLIES, INC.

Name: DAVID ROSEN BAKERY SUPPLIES, INC. — DAVID ROSEN BAKERY SUPPLIES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: DAVID ROSEN BAKERY SUPPLIES, INC.

Form 5500-SF

FILING_RECEIVED

DAVID ROSEN BAKERY SUPPLIES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID ROSEN BAKERY SUPPLIES, INC..

Plan sponsor

Name

DAVID ROSEN BAKERY SUPPLIES, INC.

EIN

11-2379830

Address

5921 QUEENS MIDTOWN EXPY · MASPETH, NY · 11378

Phone

(718) 381-0600

Industry

Wholesale Tradesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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