Original filing (PDF)20250701123838NAL0017710992001

ROSEMARK MANAGEMENT INC

Name: ROSEMARK MANAGEMENT INC — ROSEMARK MANAGEMENT INC - 401K PLAN, Form 5500 (2024)
Creator: ROSEMARK MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

ROSEMARK MANAGEMENT INC - 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSEMARK MANAGEMENT INC.

Plan sponsor

Name

ROSEMARK MANAGEMENT INC

EIN

13-3674192

Address

1501 BROADWAY · SUITE 1700 · NEW YORK, NY · 10036

Phone

(914) 907-4583

Industry

Real Estatesee 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

THE LLOYD GROUP

KELLY LLOYD REAL ESTATE RETIREMENT PLAN

$149K · 2 participants

TFCALLAHAN HOLDINGS LLC

TFCALLAHAN HOLDINGS LLC 401(K) PLAN

$149K · 6 participants

WITTMER TEAM , LLC

WITTMER TEAM, LLC 401(K) PLAN

$148K · 1 participants

SOUTHEAST CONSULTING AND DEVELOP

SOUTHEAST CONSULTING AND DEVELOPERS INC 401(K)

$149K · 1 participants

PIONEER ACQUISITIONS LLC

PIONEER 401(K) PLAN

$148K · 11 participants