How big is Rose Street Advisors, LLC's plan?

Rose Street Advisors, LLC's plan reported $8.5M in assets and 34 participants for 2024.

Original filing (PDF)20250909095009NAL0012809555001

Rose Street Advisors, LLC

Name: Rose Street Advisors, LLC — Rose Street Advisors, Form 5500 (2024)
Creator: Rose Street Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose Street Advisors, LLC Retirement and Savings Plan

401(k) retirement plan · Rose Street Advisors, LLC's Rose Street Advisors, LLC Retirement and Savings Plan held $8.5M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

Rose Street Advisors, LLC's EIN is 27-2344362.

EIN 27-2344362

Plan number 001

Plan year 2024

ACK ID 20250909095009NAL0012809555001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rose Street Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rose Street Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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