How big is Rosetree Solutions, LLC's plan?

Rosetree Solutions, LLC's plan reported $5.1M in assets and 35 participants for 2025.

Original filing (PDF)20260414143812NAL0016001937001

Rosetree Solutions, LLC

Name: Rosetree Solutions, LLC — Rosetree Solutions 401(k), Form 5500 (2025)
Creator: Rosetree Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosetree Solutions 401(k) Plan

401(k) retirement plan · Rosetree Solutions, LLC's Rosetree Solutions 401(k) Plan held $5.1M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Craig Rosenbaum signed Rosetree Solutions, LLC's 2025 Form 5500 as plan administrator.

Craig Rosenbaum — 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

Rosetree Solutions, LLC's EIN is 46-3334390.

EIN 46-3334390

Plan number 001

Plan year 2025

ACK ID 20260414143812NAL0016001937001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rosetree Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rosetree Solutions, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSETREE SOLUTIONS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ROSETREE SOLUTIONS, LLC

EIN

all filings

Address

PO BOX 701499 · DALLAS, TX · 75370

Phone

—

Industry

Professional & Technical Services

Plan administrator