Original filing (PDF)20250408144956NAL0011234403001

THE ROSE FOUNDATION FOR COMMUN

Name: THE ROSE FOUNDATION FOR COMMUN — THE ROSE FOUNDATION FOR COMMUN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE ROSE FOUNDATION FOR COMMUN

Form 5500-SF

FILING_RECEIVED

THE ROSE FOUNDATION FOR COMMUN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$829K

Net assets (EOY)

$829K

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 THE ROSE FOUNDATION FOR COMMUN.

Plan sponsor

Name

THE ROSE FOUNDATION FOR COMMUN

EIN

94-3179772

Address

201 4TH ST APT 102 · OAKLAND, CA · 946074369

Phone

(510) 658-0702

Industry

All Other Professional Services· Professional & Technical Servicessee all

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

2025-04-08

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

DIGITAL SOLID STATE PROPULSION INC

DIGITAL SOLID STATE PROPULSION INC 401K PLAN

$829K · 5 participants

THE LARVOL GROUP

LARVOL GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$829K · 1 participants

FLEXLINE LLC

FLEXLINE LLC 401(K) PROFIT SHARING PLAN & TRUST

$829K · 8 participants

ARCH 2, INC.

ARCH 2 401(K) PLAN

$829K · 1 participants

SCHULTZ INSTALLATION & SERVICE

SCHULTZ INSTALLATION & SERVICE 401(K) PROFIT SHARING PLAN AND T