How big is Rose Mortuary Inc.'s plan?

Rose Mortuary Inc.'s plan reported $2.5M in assets and 17 participants for 2024.

Original filing (PDF)20250821110726NAL0007141184001

Rose Mortuary Inc.

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

Form 5500-SF

FILING_RECEIVED

Rose Mortuary Inc. 401(k) Plan

401(k) retirement plan · Rose Mortuary Inc.'s Rose Mortuary Inc. 401(k) Plan held $2.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Shirley Horner signed Rose Mortuary Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Rose Mortuary Inc.'s EIN is 62-0612504.

EIN 62-0612504

Plan number 002

Plan year 2024

ACK ID 20250821110726NAL0007141184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rose Mortuary Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rose Mortuary Inc.'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 ROSE MORTUARY INC.

Finding similar companies…

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

Knocking points off