How big is Rose Wealth Management LLC's plan?

Rose Wealth Management LLC's plan reported $454K in assets and 4 participants for 2022.

Original filing (PDF)20230901170741NAL0011256208001

Rose Wealth Management LLC

Name: Rose Wealth Management LLC — Rose Wealth Management, Form 5500 (2022)
Creator: Rose Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Rose Wealth Management LLC's Rose Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $454K in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

People on this filing

Thomas W Rose signed Rose Wealth Management LLC's 2022 Form 5500 as plan administrator.

Thomas W 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 Wealth Management LLC's EIN is 45-2651887.

EIN 45-2651887

Plan number 001

Plan year 2022

ACK ID 20230901170741NAL0011256208001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Rose Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Rose Wealth Management LLC'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 WEALTH MANAGEMENT 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