Original filing (PDF)20251112123001NAL0000036515001

ROSSI & COMPANY

Name: ROSSI & COMPANY — ROSSI & COMPANY RETIREMENT PLAN, Form 5500 (2024)
Creator: ROSSI & COMPANY

Form 5500-SF

FILING_RECEIVED

ROSSI & COMPANY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSSI & COMPANY.

Plan sponsor

Name

ROSSI & COMPANY

EIN

94-2921261

Address

1098 FOSTER CITY BLVD · SUITE 303 · FOSTER CITY, CA · 94404

Phone

(650) 341-7758

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-12

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

HUBER, ERICKSON & BOWMAN

HUBER, ERICKSON & BOWMAN 401(K) RETIREMENT SAVINGS PLAN

$4.2M

HORAN & BARKER, P.C.

HORAN & BARKER, P. C. 401(K) PLAN

$4.2M · 7 participants

CAS & ASSOCIATES, INC.

CAS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$4.2M · 11 participants

MCCLANAHAN AND HOLMES, LLP

MCCLANAHAN AND HOLMES 401(K) PLAN

$4.2M · 27 participants

PITCHER, ENDERS AND DROHAN CPA'S, INC.

PED PROFIT SHARING PLAN

$4.2M · 5 participants