Sponsor portfolio
ROCKWOOD WEALTH MANAGEMENT
EIN 20-3587254financial servicesLatest filing 2025
Plans
1
Retirement
1
$10.9M assets
Welfare
0
Participants
63
6464 LOWER YORK RD - NEW HOPE, PA 189389654267-983-6400rockwoodwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROCKWOOD WEALTH RETIREMENT PLAN | 401k | $10.9M | 63 | 2025 |
Retirement plans