Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSE LI AND ASSOCIATES, INC.
EIN 20-0021689program developmentLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
108
9501 WADSWORTH DRIVE - BETHESDA, MD 20817301-530-5011roseliassociates.comLinkedIn51-200 employeesprogram development
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 108 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
ROSE LI AND ASSOCIATES, INC. 401(K)PLAN
401k
Assets$5.5M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
ROSE LI AND ASSOCIATES, INC. RETIREMENT PLAN
CashBalance
Assets$1.7M
Participants50
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 | ROSE LI AND ASSOCIATES, INC. 401(K)PLAN | 401k | $5.5M | 58 | 2025 | |
| 003 | ROSE LI AND ASSOCIATES, INC. RETIREMENT PLAN | CashBalance | $1.7M | 50 | 2024 |
Retirement plans