How big is White & Rosata, LLC's plan?

White & Rosata, LLC's plan reported $911K in assets and 3 participants for 2024.

Original filing (PDF)20250612150000NAL0014910003001

White & Rosata, LLC

Name: White & Rosata, LLC — White & Rosata, LLC 401(k), Form 5500 (2024)
Creator: White & Rosata, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White & Rosata, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · White & Rosata, LLC's White & Rosata, LLC 401(k) Profit Sharing Plan held $911K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$911K

Net assets (EOY)

$911K

People on this filing

Chris Rosata signed White & Rosata, LLC's 2024 Form 5500 as plan administrator.

Chris Rosata — 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

White & Rosata, LLC's EIN is 55-0830879.

EIN 55-0830879

Plan number 001

Plan year 2024

ACK ID 20250612150000NAL0014910003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White & Rosata, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White & Rosata, LLC's plan includes profit-sharing, 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 WHITE & ROSATA, 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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WHITE & ROSATA, LLC

EIN

all filings

Address

11011 MCCORMICK ROAD SUITE 200-A · HUNT VALLEY, MD · 21031

Phone

(410) 377-7311

Industry

Real Estate

Plan administrator