How big is Rose Heating & Air Conditioning, Inc.'s plan?

Rose Heating & Air Conditioning, Inc.'s plan reported $386K in assets and 9 participants for 2024.

Original filing (PDF)20250729095119NAL0007035314001

Rose Heating & Air Conditioning, Inc.

Name: Rose Heating & Air Conditioning, Inc. — Rose Heating, Form 5500 (2024)
Creator: Rose Heating & Air Conditioning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose Heating & Air Conditioning, Inc. 401(k) Plan

401(k) retirement plan · Rose Heating & Air Conditioning, Inc.'s Rose Heating & Air Conditioning, Inc. 401(k) Plan held $386K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$386K

Net assets (EOY)

$386K

Plan identifiers

Rose Heating & Air Conditioning, Inc.'s EIN is 37-1168804.

EIN 37-1168804

Plan number 001

Plan year 2024

ACK ID 20250729095119NAL0007035314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rose Heating & Air Conditioning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rose Heating & Air Conditioning, Inc.'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 ROSE HEATING & AIR CONDITIONING, INC..

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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