Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSSI FINANCIAL SERVICES
EIN 20-4479860financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
8
932 TWINFLOWER PEAK CT - LAS VEGAS, NV 89138402-327-1737rossifg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M 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
ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROSSI FINANCIAL SERVICES INC. 401(K) PLAN
401k
Assets$2.1M
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 | ROSSI FINANCIAL SERVICES, INC. CASH BALANCE PLAN | CashBalance | $2.1M | 4 | 2025 | |
| 001 | ROSSI FINANCIAL SERVICES INC. 401(K) PLAN | 401k | $2.1M | 4 | 2025 |
Retirement plans