How big is Rose Valley Capital's plan?

Rose Valley Capital's plan reported $3.8M in assets and 87 participants for 2024.

Original filing (PDF)20250930145728NAL0005554211001

Rose Valley Capital

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

Form 5500-SF

FILING_RECEIVED

Rose Valley Capital 401(k) Plan

401(k) retirement plan · Rose Valley Capital's Rose Valley Capital 401(k) Plan held $3.8M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

RENE Boelter signed Rose Valley Capital's 2024 Form 5500 as plan administrator.

RENE Boelter — 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 Valley Capital's EIN is 87-3040196.

EIN 87-3040196

Plan number 003

Plan year 2024

ACK ID 20250930145728NAL0005554211001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rose Valley Capital'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 VALLEY CAPITAL.

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Plan health score

Above-average plan

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

Knocking points off