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Sponsor portfolio

ROSOV CONSULTING, LLC

EIN 26-2872468-non-profit organization management-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
40
2930 DOMINGO AVE UNIT #382 - BERKELEY, CA 94705510-848-2502rosovconsulting.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$2.0M - 22 part#002CashBalance-$855K - 18 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CONSULTING 401K PLAN (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSULTING 401K PLAN (#001)22
  • CASH BALANCE PLAN (#002)18
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROSOV CONSULTING 401K PLAN

401k

Assets$2.0M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROSOV CONSULTING CASH BALANCE PLAN

CashBalance

Assets$855K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROSOV CONSULTING 401K PLAN401k$2.0M222024
002ROSOV CONSULTING CASH BALANCE PLANCashBalance$855K182024
Retirement plans
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