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Original filing (PDF)20250512202123NAL0012911603001
ROBERTA S. ROSE
Form 5500-SF
FILING_RECEIVED
ROBERTA S. ROSE, D.O. 401K PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTA S. ROSE.
Plan sponsor
Name
ROBERTA S. ROSE
EIN
31-1287458
Address
13000 US HWY 1 · SEBASTIAN, FL · 329588309
Phone
(772) 778-5100
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
PEDRO A. ESPAT
EIN
31-1226826
City
SEBASTIAN, FL
Phone
(772) 778-5100
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-12
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.