Original filing (PDF)20250624142533NAL0017587186001

ROSNACK FINANCIAL GROUP, INC.

Name: ROSNACK FINANCIAL GROUP, INC. — ROSNACK FINANCIAL GROUP 401(K) PLAN, Form 5500 (2024)
Creator: ROSNACK FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

ROSNACK FINANCIAL GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

ROSNACK FINANCIAL GROUP, INC.

EIN

20-3450428all filings

Address

2 N. TAMIAMI TRAIL, SUITE 600 · SARASOTA, FL · 34236

Phone

(941) 954-7696

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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