How big is D.J. Rose & SON, Inc.'s plan?

D.J. Rose & SON, Inc.'s plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20250722095021NAL0002552977001

D.J. Rose & SON, Inc.

Name: D.J. Rose & SON, Inc. — D.J. Rose & SON, Inc. 401(k), Form 5500 (2024)
Creator: D.J. Rose & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D.J. Rose & SON, Inc. 401(k) Plan

401(k) retirement plan · D.J. Rose & SON, Inc.'s D.J. Rose & SON, Inc. 401(k) Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

D.J. Rose & SON, Inc.'s EIN is 56-0753605.

EIN 56-0753605

Plan number 001

Plan year 2024

ACK ID 20250722095021NAL0002552977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for D.J. Rose & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

D.J. Rose & SON, Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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