Original filing (PDF)20250730115737NAL0002317267001

NICHOLAS J. ROSA

Name: NICHOLAS J. ROSA — NICHOLAS J. ROSA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NICHOLAS J. ROSA

Form 5500-SF

FILING_RECEIVED

NICHOLAS J. ROSA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 NICHOLAS J. ROSA.

Plan sponsor

Name

NICHOLAS J. ROSA

EIN

11-3556670

Address

555 BROADHOLLOW RD · MELVILLE, NY · 11747

Phone

(631) 465-9995

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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