How big is Rose HOLM Inc.'s plan?

Rose HOLM Inc.'s plan reported $189K in assets and 3 participants for 2024.

Original filing (PDF)20250829105028NAL0011097585001

Rose HOLM Inc.

Name: Rose HOLM Inc. — Rose HOLM Inc. 401(k) Plan, Form 5500 (2024)
Creator: Rose HOLM Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rose HOLM Inc. 401(k) Plan

401(k) retirement plan · Rose HOLM Inc.'s Rose HOLM Inc. 401(k) Plan held $189K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

Plan identifiers

Rose HOLM Inc.'s EIN is 84-4066480.

EIN 84-4066480

Plan number 001

Plan year 2024

ACK ID 20250829105028NAL0011097585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rose HOLM Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

ROSE HOLM INC.

EIN

all filings

Address

5635 EASTPORT BLVD. · SUITE 1600 · HENRICO, VA · 23231

Phone

(804) 481-0810

Industry

Manufacturing

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

2025-08-29

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

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