How big is Rose Valley Capital's plan?

Rose Valley Capital's plan reported $359K in assets and 18 participants for 2024.

Original filing (PDF)20250925121228NAL0010473059001

Rose Valley Capital

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

Form 5500-SF

FILING_RECEIVED

Rose Valley Capital, LLC Cash Balance Plan

Defined-benefit pension plan · Rose Valley Capital's Rose Valley Capital, LLC Cash Balance Plan held $359K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

People on this filing

ARON Robinson signed Rose Valley Capital's 2024 Form 5500 as plan administrator.

ARON Robinson — 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 005

Plan year 2024

ACK ID 20250925121228NAL0010473059001

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 a defined-benefit pension formula, a cash-balance formula.

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score