How big is Rosemont Investment Group's plan?

Rosemont Investment Group's plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250821142848NAL0004249169001

Rosemont Investment Group

Name: Rosemont Investment Group — Rosemont Investment, Form 5500 (2024)
Creator: Rosemont Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosemont Investment Group 401(k) Plan

401(k) retirement plan · Rosemont Investment Group's Rosemont Investment Group 401(k) Plan held $2.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Melinda BUGG signed Rosemont Investment Group's 2024 Form 5500 as plan administrator.

Melinda BUGG — 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

Rosemont Investment Group's EIN is 61-1888532.

EIN 61-1888532

Plan number 001

Plan year 2024

ACK ID 20250821142848NAL0004249169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rosemont Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rosemont Investment Group'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 ROSEMONT INVESTMENT GROUP.

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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