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Sponsor portfolio

ROSE & ROSE

EIN 13-3681058-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
28
291 BROADWAY - NEW YORK, NY 10007212-349-3366
Plans on this EIN
2 filings
#001401k-$3.1M - 26 part#002OtherDC-$2.9M - 2 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • ROSE 401K PLAN (#001)52%
  • PROFIT SHARING PLAN (#002)48%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROSE 401K PLAN (#001)26
  • PROFIT SHARING PLAN (#002)2
Total 28Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROSE & ROSE 401K PLAN

401k

Assets$3.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROSE & ROSE PROFIT SHARING PLAN

OtherDC

Assets$2.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROSE & ROSE 401K PLAN401k$3.1M262025
002ROSE & ROSE PROFIT SHARING PLANOtherDC$2.9M22024
Retirement plans
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