How big is Roberta S. Rose's plan?

Roberta S. Rose's plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20250512202123NAL0012911603001

Roberta S. Rose

Name: Roberta S. Rose — Roberta S. Rose, D.O. 401(k) Plan, Form 5500 (2024)
Creator: Roberta S. Rose
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberta S. Rose, D.O. 401(k) Plan

Defined-contribution retirement plan · Roberta S. Rose's Roberta S. Rose, D.O. 401(k) Plan held $3.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Roberta S. Rose's EIN is 31-1287458.

EIN 31-1287458

Plan number 001

Plan year 2024

ACK ID 20250512202123NAL0012911603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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 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