How big is The Rose Clinic's plan?

The Rose Clinic's plan reported $643K in assets and 22 participants for 2024.

Original filing (PDF)20250721141012NAL0003366690001

The Rose Clinic

Name: The Rose Clinic — Rose Clinic, Form 5500 (2024)
Creator: The Rose Clinic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose Clinic

401(k) retirement plan · The Rose Clinic's Rose Clinic held $643K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

People on this filing

KAMI Rose signed The Rose Clinic's 2024 Form 5500 as plan administrator.

KAMI Rose — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Rose Clinic's EIN is 20-0792714.

EIN 20-0792714

Plan number 001

Plan year 2024

ACK ID 20250721141012NAL0003366690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Rose Clinic's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

THE ROSE CLINIC

EIN

all filings

Address

920 EAST 800 NORTH · SUITE 101 · OREM, UT · 84097

Phone

(801) 375-7673

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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