How big is Black and Rose, LLP's plan?

Black and Rose, LLP's plan reported $3.9M in assets and 32 participants for 2024.

Original filing (PDF)20251014162351NAL0003397569001

Black and Rose, LLP

Name: Black and Rose, LLP — Black and Rose LLP 401 K, Form 5500 (2024)
Creator: Black and Rose, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Black and Rose LLP 401 K Profit Sharing Plan Trust

401(k) retirement plan · Black and Rose, LLP's Black and Rose LLP 401 K Profit Sharing Plan Trust held $3.9M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Jim Black signed Black and Rose, LLP's 2024 Form 5500 as plan administrator.

Jim Black — 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

Black and Rose, LLP's EIN is 81-0623634.

EIN 81-0623634

Plan number 001

Plan year 2024

ACK ID 20251014162351NAL0003397569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Black and Rose, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Black and Rose, LLP'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 BLACK AND ROSE, LLP.

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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

Knocking points off