How big is Rose & Rose's plan?

Rose & Rose's plan reported $2.5M in assets and 24 participants for 2024.

Original filing (PDF)20250604072740NAL0030898034001

Rose & Rose

Name: Rose & Rose — Rose & Rose 401(k) Plan, Form 5500 (2024)
Creator: Rose & Rose
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose & Rose 401(k) Plan

401(k) retirement plan · Rose & Rose's Rose & Rose 401(k) Plan held $2.5M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Rose & Rose's EIN is 13-3681058.

EIN 13-3681058

Plan number 001

Plan year 2024

ACK ID 20250604072740NAL0030898034001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rose & Rose's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

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

Plan sponsor

Name

ROSE & ROSE

EIN

all filings

Address

291 BROADWAY · NEW YORK, NY · 10007

Phone

(212) 349-3366

Industry

Law Offices· Professional & Technical Services

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

2025-06-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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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