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Original filing (PDF)20250930145728NAL0005554211001
ROSE VALLEY CAPITAL
Form 5500-SF
FILING_RECEIVED
ROSE VALLEY CAPITAL 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
71
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSE VALLEY CAPITAL.
Plan sponsor
Name
ROSE VALLEY CAPITAL
EIN
87-3040196
Address
2329 NOSTRAND AVENUE · SUITE 500 · BROOKLYN, NY · 11210
Phone
(718) 692-4181
Industry
Real Estatesee all
Plan administrator
Name
CONCIERGE RETIREMENT SERVICES, INC.
EIN
13-2945975
City
RYE BROOK, NY
Phone
(914) 251-0099
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
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
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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