How big is Rossiter Wealth Management's plan?

Rossiter Wealth Management's plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20251015101247NAL0005919184001

Rossiter Wealth Management

Name: Rossiter Wealth Management — Rossiter Wealth, Form 5500 (2024)
Creator: Rossiter Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rossiter Wealth Management 401(k) Plan

401(k) retirement plan · Rossiter Wealth Management's Rossiter Wealth Management 401(k) Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Rossiter Wealth Management's EIN is 20-4327876.

EIN 20-4327876

Plan number 001

Plan year 2024

ACK ID 20251015101247NAL0005919184001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rossiter Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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