Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#002)$175.2M
Filings through .
Top hat
Rothschild & Co North America Inc.
EIN 13-3438524investment bankingLatest filing 2025
Plans
3
Retirement
2
$175.9M assets
Health & Benefits
1
$4.3M premiums
Participants
1,297
1251 AVENUE OF THE AMERICAS, 34TH FLOOR - NEW YORK, NY 10020212-403-3500LinkedIn501-1000 employeesinvestment banking
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $175.9M assets / 880 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CHARLES SCHWAB & CO., INC.$175.2M
- (Not disclosed)$747K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.3M premiums / 654 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Dental$535K
- Vision$535K
- Life$392K
- Other$311K
- Long-term disability$307K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN
401(k)
Assets$175.2M
Participants861
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ROTHSCHILD NORTH AMERICA INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$747K
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ROTHSCHILD NORTH AMERICA INC. WELFARE BENEFIT AND CAFETERIA PLAN
Fully insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$4.3M
Covered lives654
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | 401(k) | $175.2M | 861 | 2025 |
| #003 | ROTHSCHILD NORTH AMERICA INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $747K | 19 | 2025 |
- #002 · 401(k) · 2025861
- #003 · ESOP · 202519
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ROTHSCHILD NORTH AMERICA INC. WELFARE BENEFIT AND CAFETERIA PLAN | Fully insured | UNITED HEALTHCARE INSURANCE COMPANY | $4.3M | 654 | 2025 |
- #501 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 2025654
Retirement plans
Health & Benefits plans