Original filing (PDF)20240718122127NAL0012197970001

ROSEMORE, INC.

Name: ROSEMORE, INC. — ROSEMORE EMPLOYEE SAVINGS PLAN AND TRUST, Form 5500 (2023)
Creator: ROSEMORE, INC.

Form 5500

FILING_RECEIVED

ROSEMORE EMPLOYEE SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROSEMORE, INC.

EIN

52-1659249all filings

Address

100 LIGHT STREET · SUITE 2500 · BALTIMORE, MD · 21202

Phone

(410) 347-7098

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $779K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.