How big is The Rosewood Inititative's plan?

The Rosewood Inititative's plan reported $97K in assets and 10 participants for 2025.

Original filing (PDF)20260424221154NAL0003450739045

The Rosewood Inititative

Name: The Rosewood Inititative — The Rosewood Inititative, Form 5500 (2025)
Creator: The Rosewood Inititative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Rosewood Inititative 401(k) Plan

401(k) retirement plan · The Rosewood Inititative's The Rosewood Inititative 401(k) Plan held $97K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan identifiers

The Rosewood Inititative's EIN is 27-3823320.

EIN 27-3823320

Plan number 002

Plan year 2025

ACK ID 20260424221154NAL0003450739045

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Rosewood Inititative from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Rosewood Inititative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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