How big is Rosemary Beach Holdings' plan?

Rosemary Beach Holdings' plan reported $3.6M in assets and 63 participants for 2024.

Original filing (PDF)20250508143615NAL0007915267001

Rosemary Beach Holdings

Name: Rosemary Beach Holdings — Rosemary Beach Holdings, Form 5500 (2024)
Creator: Rosemary Beach Holdings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosemary Beach Holdings 401(k) P/S Plan

401(k) retirement plan · Rosemary Beach Holdings' Rosemary Beach Holdings 401(k) P/S Plan held $3.6M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Stephanie Goelz signed Rosemary Beach Holdings' 2024 Form 5500 as plan administrator.

Stephanie Goelz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rosemary Beach Holdings' EIN is 27-2448111.

EIN 27-2448111

Plan number 001

Plan year 2024

ACK ID 20250508143615NAL0007915267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rosemary Beach Holdings from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rosemary Beach Holdings' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSEMARY BEACH HOLDINGS.

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Plan health score

Above-average plan

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

Knocking points off