Original filing (PDF)20250421151008NAL0005431088001

ROSEWOOD MACHINE & TOOL CO.

Name: ROSEWOOD MACHINE & TOOL CO. — ROSEWOOD MACHINE & TOOL CO.,401-RETIREMENT PLAN, Form 5500 (2024)
Creator: ROSEWOOD MACHINE & TOOL CO.

Form 5500-SF

FILING_RECEIVED

ROSEWOOD MACHINE & TOOL CO.,401-RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSEWOOD MACHINE & TOOL CO..

Plan sponsor

Name

ROSEWOOD MACHINE & TOOL CO.

EIN

34-1265078

Address

6423 KISER LAKE ROAD · ROSEWOOD, OH · 43070

Phone

(937) 362-3871

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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