Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEROSA RESEARCH AND TRADING, INC.
EIN 06-1491483management consultingLatest filing 2025
Plans
2
Retirement
2
$16.8M assets
Welfare
0
Participants
14
495 WHITE OAK SHADE ROAD - NEW CANAAN, CT 06840203-801-4340LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.8M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DEROSA RESEARCH AND TRADING, INC. 401(K) PLAN
ProfitSharing
Assets$15.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DEROSA RESEARCH AND TRADING, INC. PENSION PLAN
TraditionalDB
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DEROSA RESEARCH AND TRADING, INC. 401(K) PLAN | ProfitSharing | $15.5M | 8 | 2025 | |
| 001 | DEROSA RESEARCH AND TRADING, INC. PENSION PLAN | TraditionalDB | $1.3M | 6 | 2024 |
Retirement plans