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ROSSMORE ENTERPRISES — ROSSMORE ENTERPRISES CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250320171734NAL0007031393001
ROSSMORE ENTERPRISES
Form 5500-SF
FILING_RECEIVED
ROSSMORE ENTERPRISES CASH BALANCE PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
003
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-03-20
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
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
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