Original filing (PDF)20250902195043NAL0014684689001

CHEZ ROSA LLC

Name: CHEZ ROSA LLC — CHEZ ROSA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHEZ ROSA LLC

Form 5500-SF

FILING_RECEIVED

CHEZ ROSA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHEZ ROSA LLC.

Plan sponsor

Name

CHEZ ROSA LLC

EIN

84-2194197

Address

173 PORT ROAD - SUITE #2 · KENNEBUNKPORT, ME · 04043

Phone

(207) 204-0183

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

ROOT CELLAR ENTERPRISES, LLC

THE TAPROOT 401(K) PLAN

$278K · 207 participants

WOLF'S RIDGE BREWING

WOLF'S RIDGE BREWING 401(K)

$278K · 53 participants

ANTHONY J. RIZZO D/B/A ANTHONYS

ANTHONYS 401(K) PLAN

$278K · 18 participants

YELLOWSTAR RESTAURANTS, INC

YELLOWSTAR RESTAURANTS, INC 401(K) PROFIT SHARING PLAN

$278K · 4 participants

TROUTMAN HOSPITALITY GROUP, LLC

THG LLC 401(K) PLAN

$278K · 107 participants