Original filing (PDF)20250725105657NAL0008655040001

ROOSA CPA, LLC

Name: ROOSA CPA, LLC — ROOSA CPA 401(K) PLAN, Form 5500 (2024)
Creator: ROOSA CPA, LLC

Form 5500-SF

FILING_RECEIVED

ROOSA CPA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

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).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROOSA CPA, LLC

EIN

27-2394651all filings

Address

408 S. WEST SHORE BLVD. · TAMPA, FL · 33609

Phone

(877) 410-8516

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