How big is The Rose Group's plan?

The Rose Group's plan reported $712K in assets and 2 participants for 2023.

Original filing (PDF)20240911155748NAL0008783041001

The Rose Group

Name: The Rose Group — The Rose Group 401(k) Plan, Form 5500 (2023)
Creator: The Rose Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Rose Group 401(k) Plan

401(k) retirement plan · The Rose Group's The Rose Group 401(k) Plan held $712K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

Plan identifiers

The Rose Group's EIN is 20-5183367.

EIN 20-5183367

Plan number 002

Plan year 2023

ACK ID 20240911155748NAL0008783041001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Rose Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Rose Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

THE ROSE GROUP

EIN

all filings

Address

9747 BUSINESSPARK AVE, SUITE 213 · SAN DIEGO, CA · 92131

Phone

(619) 822-1088

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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