Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSNACK FINANCIAL GROUP, INC.
EIN 20-3450428investment bankingLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
8
2 N. TAMIAMI TRAIL, SUITE 600 - SARASOTA, FL 34236941-954-7696LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 8 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
ROSNACK FINANCIAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROSNACK FINANCIAL GROUP 401(K) PLAN
401k
Assets$243K
Participants4
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 | ROSNACK FINANCIAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $2.7M | 4 | 2025 | |
| 003 | ROSNACK FINANCIAL GROUP 401(K) PLAN | 401k | $243K | 4 | 2025 |
Retirement plans