How big is Rozalado & Co.'s plan?

Rozalado & Co.'s plan reported $284K in assets and 169 participants for 2023.

Original filing (PDF)20250224135956NAL0016368752001

Rozalado & Co.

Name: Rozalado & Co. — Rozalado Services 401(k) Savings, Form 5500 (2023)
Creator: Rozalado & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rozalado Services 401(k) Savings Plan

401(k) retirement plan · Rozalado & Co.'s Rozalado Services 401(k) Savings Plan held $284K in plan assets for 169 participants in 2023.

Signals · 2

Late filing · 3.3 moNo auditor on file

Active participants

169

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$267K

People on this filing

Carmen Regalado signed Rozalado & Co.'s 2023 Form 5500 as plan administrator.

Carmen Regalado — 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

Rozalado & Co.'s EIN is 45-5360348.

EIN 45-5360348

Plan number 002

Plan year 2023

ACK ID 20250224135956NAL0016368752001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rozalado & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rozalado & Co.'s plan includes 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 ROZALADO & CO..

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Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Filed 3.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score