How big is Daniel Steven Rose, Professional Corporation's plan?

Daniel Steven Rose, Professional Corporation's plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20251013183421NAL0003968498001

Daniel Steven Rose, Professional Corporation

Name: Daniel Steven Rose, Professional Corporation — Form 5500 Plan 001 (2024)
Creator: Daniel Steven Rose, Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel Steven Rose, P.C. 401(k) Plan

401(k) retirement plan · Daniel Steven Rose, Professional Corporation's Daniel Steven Rose, P.C. 401(k) Plan held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Daniel Rose signed Daniel Steven Rose, Professional Corporation's 2024 Form 5500 as plan administrator.

Daniel 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

Daniel Steven Rose, Professional Corporation's EIN is 20-4276999.

EIN 20-4276999

Plan number 001

Plan year 2024

ACK ID 20251013183421NAL0003968498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel Steven Rose, Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Steven Rose, Professional Corporation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score