How big is Caiola and Rose, LLC's plan?

Caiola and Rose, LLC's plan reported $2.4M in assets and 12 participants for 2024.

Original filing (PDF)20250627075343NAL0005400387001

Caiola and Rose, LLC

Name: Caiola and Rose, LLC — Caiola and Rose, LLC 401(k), Form 5500 (2024)
Creator: Caiola and Rose, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caiola and Rose, LLC 401(k) Plan

401(k) retirement plan · Caiola and Rose, LLC's Caiola and Rose, LLC 401(k) Plan held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Caiola and Rose, LLC's EIN is 82-1420457.

EIN 82-1420457

Plan number 001

Plan year 2024

ACK ID 20250627075343NAL0005400387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caiola and Rose, LLC'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 CAIOLA AND ROSE, 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