How big is ADAM R. Rose's plan?

ADAM R. Rose's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250708092916NAL0002143459001

ADAM R. Rose

Name: ADAM R. Rose — ADAM R. Rose Retirement Plan, Form 5500 (2024)
Creator: ADAM R. Rose
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADAM R. Rose Retirement Plan

401(k) retirement plan · ADAM R. Rose's ADAM R. Rose Retirement Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

ADAM R. Rose's EIN is 13-3237377.

EIN 13-3237377

Plan number 001

Plan year 2024

ACK ID 20250708092916NAL0002143459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADAM R. Rose from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADAM R. Rose's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ADAM R. ROSE

EIN

all filings

Address

P.O. BOX 657 · CROSS RIVER, NY · 10518

Phone

(917) 494-8443

Industry

Other Services (ex. Public Admin)

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

2025-07-08

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ZAK Ortho

ZAK Ortho 401(k) Profit Sharing Plan & Trust

$1.2M · 52 participants

Orville J. Stein, Jr., DMD, PLLC

Orville J. Stein, Jr., DMD, PLLC Cash Balance Plan

$1.2M · 6 participants

Darling Advertising Agency Inc.

Darling Advertising Agency Inc. 401 K Profit Sharing Plan Trust

$1.2M · 7 participants

Wilson's Pharmacy

Wilson's Pharmacy 401(k) Profit Sharing Plan and Trust

$1.2M · 5 participants

King Fuels, Inc.

King Fuels 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.