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  2. F. ROZZO & SONS, INC.
Sponsor portfolio

F. ROZZO & SONS, INC.

EIN 13-5358880-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
3
$855K assets
Welfare
0
Participants
33
159 9TH AVENUE - NEW YORK, NY 10011212-242-6100frozzoandsons.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#001ProfitSharing-$813K - 12 part#002MoneyPurchase-$36K - 4 part#003401k-$6K - 17 part

Retirement portfolio analytics

3 plans aggregated / $855K assets / 33 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#001)95%
  • MONEY PURCHASE PENSION (#002)4%
  • ROZZO & SONS (#003)1%
Total $855KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROZZO & SONS (#003)17
  • PROFIT SHARING PLAN (#001)12
  • MONEY PURCHASE PENSION (#002)4
Total 33Click 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

F. ROZZO & SONS, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$813K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

F. ROZZO & SONS, INC. MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$36K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

F. ROZZO & SONS

401k

Assets$6K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001F. ROZZO & SONS, INC. PROFIT SHARING PLANProfitSharing$813K122025
002F. ROZZO & SONS, INC. MONEY PURCHASE PENSION PLANMoneyPurchase$36K42025
003F. ROZZO & SONS401k$6K172025
Retirement plans
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