Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROOSEVELT & CROSS, INCORPORATED
EIN 13-2728032financial servicesLatest filing 2025
Plans
2
Retirement
2
$31.4M assets
Welfare
0
Participants
83
ONE EXCHANGE PLAZA, 55 BROADWAY, 22ND FLOOR - NEW YORK, NY 10006800-348-3426roosevelt-cross.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31.4M assets / 83 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#003
ROOSEVELT & CROSS, INCORPORATED 401(K) PROFIT SHARING PLAN
401k
Assets$16.3M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROOSEVELT & CROSS, INC. PROFIT-SHARING PLAN
ProfitSharing
Assets$15.1M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROOSEVELT & CROSS, INCORPORATED 401(K) PROFIT SHARING PLAN | 401k | $16.3M | 44 | 2025 | |
| 002 | ROOSEVELT & CROSS, INC. PROFIT-SHARING PLAN | ProfitSharing | $15.1M | 39 | 2025 |
Retirement plans