Original filing (PDF)20250520172804NAL0002209056001

ROSEMAN WEALTH ADVISORS

Name: ROSEMAN WEALTH ADVISORS — ROSEMAN WEALTH ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: ROSEMAN WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

ROSEMAN WEALTH ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

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.

Decision-maker contacts

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

Plan sponsor

Name

ROSEMAN WEALTH ADVISORS

EIN

27-0987263

Address

3300 S. BROADWAY · STE. 102 · TYLER, TX · 75701

Phone

(903) 747-3911

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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