Original filing (PDF)20251008170307NAL0003164147001

MICHAEL ROSE, CPA PC

Name: MICHAEL ROSE, CPA PC — MICHAEL ROSE, CPA PC 401(K) P/S PLAN, Form 5500 (2024)
Creator: MICHAEL ROSE, CPA PC

Form 5500-SF

FILING_RECEIVED

MICHAEL ROSE, CPA PC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MICHAEL ROSE, CPA PC

EIN

20-4031869all filings

Address

614 TEXAS PARKWAY · SUITE 300 · MISSOURI CITY, TX · 77489

Phone

(281) 403-0730

Industry