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  2. Harvey M. Rose Associates, LLC

Filings through Oct 24, 2026.

Harvey M. Rose Associates, LLC

EIN 20-3981915-management consulting-Latest filing 2025
Plans
1
Retirement
1
$19.0M assets
Health & Benefits
0
Participants
49
1390 MARKET STREET SUITE 1150 - SAN FRANCISCO, CA 94102415-552-9292harveyrose.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
1 filing
#001401(k)-$19.0M - 49 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HARVEY M. ROSE ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$19.0M
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HARVEY M. ROSE ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN401(k)$19.0M492025
  • HARVEY M. ROSE ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN$19.0M
    #001 · 401(k) · 202549
Retirement plans
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