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Sponsor portfolio

ROHTSTEIN CORP.

EIN 04-2471765-financial services-Latest filing 2025
Plans
5
Retirement
5
$10.3M assets
Welfare
0
Participants
63
PO BOX 2129 - WOBURN, MA 01888781-935-8300rohtstein.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
5 filings
#001ProfitSharing-$6.0M - 21 part#004401k-$3.6M - 18 part#002ProfitSharing-$407K - 11 part#003ProfitSharing-$252K - 2 part#005401k-$11K - 11 part

Retirement portfolio analytics

5 plans aggregated / $10.3M assets / 63 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • CORP. OFFICE 401(K) (#004)35%
  • PROFIT SHARING PLAN (#002)4%
  • PROFIT SHARING PLAN (#003)2%
  • AND CONFECTIONERS 401(K) (#005)0%
Total $10.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)21
  • CORP. OFFICE 401(K) (#004)18
  • PROFIT SHARING PLAN (#002)11
  • AND CONFECTIONERS 401(K) (#005)11
  • PROFIT SHARING PLAN (#003)2
Total 63Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROHTSTEIN CORP. OFFICE EMPLOYEES' PROFIT SHARING PLAN

ProfitSharing

Assets$6.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

ROHTSTEIN CORP. OFFICE 401(K) PLAN

401k

Assets$3.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLAN

ProfitSharing

Assets$407K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ROHTSTEIN CORP. BAKERS AND CONFECTIONERS PROFIT SHARING PLAN

ProfitSharing

Assets$252K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ROHTSTEIN CORP. BAKERS AND CONFECTIONERS 401(K) PLAN

401k

Assets$11K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
001ROHTSTEIN CORP. OFFICE EMPLOYEES' PROFIT SHARING PLANProfitSharing$6.0M212025
004ROHTSTEIN CORP. OFFICE 401(K) PLAN401k$3.6M182025
002ROHTSTEIN CORP. TRUCKERS AND WAREHOUSEMEN PROFIT SHARING PLANProfitSharing$407K112025
003ROHTSTEIN CORP. BAKERS AND CONFECTIONERS PROFIT SHARING PLANProfitSharing$252K22025
005ROHTSTEIN CORP. BAKERS AND CONFECTIONERS 401(K) PLAN401k$11K112025
Retirement plans
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