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  1. Companies/
  2. Eliot Rose Wealth Management, LLC

Filings through Oct 24, 2026.

Eliot Rose Wealth Management, LLC

EIN 04-3649045-financial services-Latest filing 2025
Plans
1
Retirement
1
$784K assets
Health & Benefits
0
Participants
5
5775 POST ROAD, UNIT 810 - EAST GREENWICH, RI 02818401-588-5102LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$784K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BLOSSOM ROSE 401(K) PLAN

401(k)

Assets$784K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BLOSSOM ROSE 401(K) PLAN401(k)$784K52025
  • BLOSSOM ROSE 401(K) PLAN$784K
    #001 · 401(k) · 20255
Retirement plans
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