How big is Rose Moving and Storage Co., Inc.'s plan?

Rose Moving and Storage Co., Inc.'s plan reported $5.8M in assets and 110 participants for 2024.

Original filing (PDF)20251008160602NAL0006109249001

Rose Moving and Storage Co., Inc.

Name: Rose Moving and Storage Co., Inc. — Rose Moving and, Form 5500 (2024)
Creator: Rose Moving and Storage Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose Moving and Storage Co., Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Rose Moving and Storage Co., Inc.'s Rose Moving and Storage Co., Inc. 401(k) Profit Sharing Plan & Trust held $5.8M in plan assets for 110 participants in 2024.

Active participants

110

Accounts w/ balance

100

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Rose Moving and Storage Co., Inc.'s EIN is 38-1744570.

EIN 38-1744570

Plan number 001

Plan year 2024

ACK ID 20251008160602NAL0006109249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rose Moving and Storage Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rose Moving and Storage Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSE MOVING AND STORAGE CO., INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score