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ROSE & WOMBLE REALTY CO., L.L.C. — ROSE & WOMBLE 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230219171042NAL0057635088001
ROSE & WOMBLE REALTY CO., L.L.C.
Form 5500-SF
FILING_RECEIVED
ROSE & WOMBLE 401(K) PLAN
401(k) retirement plan
Active participants
69
Accounts w/ balance
62
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROSE & WOMBLE REALTY CO., L.L.C.
.
Find decision makers
Plan sponsor
Name
ROSE & WOMBLE REALTY CO., L.L.C.
EIN
54-1897051
Address
4190 SOUTH PLAZA TRAIL, SUITE 200 · VIRGINIA BEACH, VA · 23452
Phone
(757) 340-6655
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-02-19
Pension benefit codes
2E · Profit-sharing
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
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.8M · 4 participants
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