Sponsor portfolio
ELIOT ROSE WEALTH MANAGEMENT, LLC
EIN 04-3649045financial servicesLatest filing 2025
Plans
1
Retirement
1
$784K assets
Welfare
0
Participants
5
5775 POST ROAD, UNIT 810 - EAST GREENWICH, RI 02818401-588-5102LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLOSSOM ROSE 401(K) PLAN | 401k | $784K | 5 | 2025 |
Retirement plans