How big is The Rose Financial Group, LLC's plan?

The Rose Financial Group, LLC's plan reported $260K in assets and 14 participants for 2024.

Original filing (PDF)20250418122532NAL0002573905001

The Rose Financial Group, LLC

Name: The Rose Financial Group, LLC — The Rose Financial, Form 5500 (2024)
Creator: The Rose Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Rose Financial Group, LLC 401(k) Plan

401(k) retirement plan · The Rose Financial Group, LLC's The Rose Financial Group, LLC 401(k) Plan held $260K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$260K

Net assets (EOY)

$260K

Plan identifiers

The Rose Financial Group, LLC's EIN is 35-2130755.

EIN 35-2130755

Plan number 001

Plan year 2024

ACK ID 20250418122532NAL0002573905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Rose Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Rose Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ROSE FINANCIAL GROUP, LLC.

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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