How big is Rosaloma, LLC's plan?

Rosaloma, LLC's plan reported $1.2M in assets and 46 participants for 2024.

Original filing (PDF)20251009150402NAL0003687971001

Rosaloma, LLC

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

Form 5500-SF

FILING_RECEIVED

Rosaloma, LLC 401(k) Plan

401(k) retirement plan · Rosaloma, LLC's Rosaloma, LLC 401(k) Plan held $1.2M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Rosaloma, LLC's EIN is 92-0461062.

EIN 92-0461062

Plan number 001

Plan year 2024

ACK ID 20251009150402NAL0003687971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rosaloma, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rosaloma, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ROSALOMA, LLC

EIN

all filings

Address

10260 SW GREENBURG ROAD · SUITE 400 · PORTLAND, OR · 97223

Phone

(205) 994-1661

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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