How big is Roserock Wealth Management, LLC's plan?

Roserock Wealth Management, LLC's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250506215929NAL0009967505001

Roserock Wealth Management, LLC

Name: Roserock Wealth Management, LLC — Roserock Wealth, Form 5500 (2024)
Creator: Roserock Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roserock Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Roserock Wealth Management, LLC's Roserock Wealth Management, LLC 401(k) Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Roserock Wealth Management, LLC's EIN is 81-5370094.

EIN 81-5370094

Plan number 001

Plan year 2024

ACK ID 20250506215929NAL0009967505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roserock Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roserock Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSEROCK WEALTH MANAGEMENT, 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