How big is Rosemore Capital Strategies, LLC's plan?

Rosemore Capital Strategies, LLC's plan reported $6.9M in assets and 19 participants for 2024.

Original filing (PDF)20251009092029NAL0003460435001

Rosemore Capital Strategies, LLC

Name: Rosemore Capital Strategies, LLC — Rosemore Employee, Form 5500 (2024)
Creator: Rosemore Capital Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosemore Employee Savings Plan and Trust

401(k) retirement plan · Rosemore Capital Strategies, LLC's Rosemore Employee Savings Plan and Trust held $6.9M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

James Engler signed Rosemore Capital Strategies, LLC's 2024 Form 5500 as plan administrator.

James Engler — 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

Rosemore Capital Strategies, LLC's EIN is 93-3500004.

EIN 93-3500004

Plan number 002

Plan year 2024

ACK ID 20251009092029NAL0003460435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rosemore Capital Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSEMORE CAPITAL STRATEGIES, LLC.

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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