Original filing (PDF)20251001162505NAL0021275842001

ARCHER-ROSE, LLC.

Name: ARCHER-ROSE, LLC. — ARCHER-ROSE, LLC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ARCHER-ROSE, LLC.

Form 5500-SF

FILING_RECEIVED

ARCHER-ROSE, LLC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCHER-ROSE, LLC..

Plan sponsor

Name

ARCHER-ROSE, LLC.

EIN

47-1087871

Address

1408 E. MAIN ST., SUITE 200 · FREDERICKSBURG, TX · 78624

Phone

(830) 990-4775

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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