Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAMROSE ADVISORS, INC.
EIN 33-0926072Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$234K assets
Welfare
0
Participants
7
P.O. BOX 504005 - SAN DIEGO, CA 921504005858-674-8000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $234K assets / 7 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#004
SAMROSE & SHEPARD DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$231K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAMROSE ADVISORS, INC. PROFIT SHARING PLAN
401k
Assets$3K
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 | |
|---|---|---|---|---|---|---|
| 004 | SAMROSE & SHEPARD DEFINED BENEFIT PENSION PLAN | TraditionalDB | $231K | 3 | 2024 | |
| 003 | SAMROSE ADVISORS, INC. PROFIT SHARING PLAN | 401k | $3K | 4 | 2024 |
Retirement plans