How big is Rosewood Machine & Tool Co.'s plan?

Rosewood Machine & Tool Co.'s plan reported $2.6M in assets and 23 participants for 2025.

Original filing (PDF)20260521091239NAL0001661139001

Rosewood Machine & Tool Co.

Name: Rosewood Machine & Tool Co. — Rosewood Machine &, Form 5500 (2025)
Creator: Rosewood Machine & Tool Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosewood Machine & Tool Co.,401-Retirement Plan

Defined-contribution retirement plan · Rosewood Machine & Tool Co.'s Rosewood Machine & Tool Co.,401-Retirement Plan held $2.6M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

JEFF Helman signed Rosewood Machine & Tool Co.'s 2025 Form 5500 as plan administrator.

JEFF Helman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rosewood Machine & Tool Co.'s EIN is 34-1265078.

EIN 34-1265078

Plan number 001

Plan year 2025

ACK ID 20260521091239NAL0001661139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rosewood Machine & Tool Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rosewood Machine & Tool Co.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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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