How big is Rose Community Foundation's plan?

Rose Community Foundation's plan reported $6.7M in assets and 30 participants for 2024.

Original filing (PDF)20250729070613NAL0006678434001

Rose Community Foundation

Name: Rose Community Foundation — Rose Community, Form 5500 (2024)
Creator: Rose Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose Community Foundation Tax Sheltered Annuity Plan

401(k) retirement plan · Rose Community Foundation's Rose Community Foundation Tax Sheltered Annuity Plan held $6.7M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

EMMA Schwarz signed Rose Community Foundation's 2024 Form 5500 as plan administrator.

EMMA Schwarz — 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 Community Foundation's EIN is 84-0920862.

EIN 84-0920862

Plan number 001

Plan year 2024

ACK ID 20250729070613NAL0006678434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rose Community Foundation'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 COMMUNITY FOUNDATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ROSE COMMUNITY FOUNDATION

EIN

all filings

Address

4500 CHERRY CREEK DR SOUTH STE 900 · DENVER, CO · 80246

Phone

(303) 398-7431

Industry

Other Services (ex. Public Admin)

Plan administrator