How big is Pedro A. Espat and Roberta S. Rose's plan?

Pedro A. Espat and Roberta S. Rose's plan reported $2.9M in assets and 3 participants for 2023.

Original filing (PDF)20240501141413NAL0027202978001

Pedro A. Espat and Roberta S. Rose

Name: Pedro A. Espat and Roberta S. Rose — Pedro A. Espat, Form 5500 (2023)
Creator: Pedro A. Espat and Roberta S. Rose
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pedro A. Espat D.O. & Roberta S. Rose, D.O. 401(k) Plan

Defined-contribution retirement plan · Pedro A. Espat and Roberta S. Rose's Pedro A. Espat D.O. & Roberta S. Rose, D.O. 401(k) Plan held $2.9M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Pedro A. Espat and Roberta S. Rose's EIN is 31-1226826.

EIN 31-1226826

Plan number 001

Plan year 2023

ACK ID 20240501141413NAL0027202978001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pedro A. Espat and Roberta S. Rose from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pedro A. Espat and Roberta S. Rose's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEDRO A. ESPAT AND ROBERTA S. ROSE.

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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