How big is Rose & Dejong, S.C.'s plan?

Rose & Dejong, S.C.'s plan reported $3.9M in assets and 14 participants for 2023.

Original filing (PDF)20240723102259NAL0017994064001

Rose & Dejong, S.C.

Name: Rose & Dejong, S.C. — Rose & Dejong, S.C. 401(k), Form 5500 (2023)
Creator: Rose & Dejong, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose & Dejong, S.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Rose & Dejong, S.C.'s Rose & Dejong, S.C. 401(k) Profit Sharing Plan held $3.9M in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Douglas Rose signed Rose & Dejong, S.C.'s 2023 Form 5500 as plan administrator.

Douglas Rose — 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

Rose & Dejong, S.C.'s EIN is 39-1749078.

EIN 39-1749078

Plan number 001

Plan year 2023

ACK ID 20240723102259NAL0017994064001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rose & Dejong, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rose & Dejong, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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