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ROSSMORE ENTERPRISES — ROSSMORE ENTERPRISES PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250320172047NAL0003656963001
ROSSMORE ENTERPRISES
Form 5500-SF
FILING_RECEIVED
ROSSMORE ENTERPRISES PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROSSMORE ENTERPRISES
.
Find decision makers
Plan sponsor
Name
ROSSMORE ENTERPRISES
EIN
95-2408406
Address
415 E. HYMAN AVENUE · SUITE 401 · ASPEN, CO · 81611
Phone
(970) 429-8253
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-03-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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