PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAROLINE ROSE INC
Sponsor portfolio

CAROLINE ROSE INC

EIN 36-3484824-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$473K assets
Welfare
0
Participants
26
741 MADISON ST - OAK PARK, IL 603024419708-386-1011
Plans on this EIN
2 filings
#001401k-$237K - 13 part#002401k-$237K - 13 part

Retirement portfolio analytics

2 plans aggregated / $473K assets / 26 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PLAN & TRUST (#001)50%
  • PLAN & TRUST (#002)50%
Total $473KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)13
  • PLAN & TRUST (#002)13
Total 26Click 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

CAROLINE ROSE INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$237K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAROLINE ROSE INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$237K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINE ROSE INC 401(K) PROFIT SHARING PLAN & TRUST401k$237K132025
002CAROLINE ROSE INC 401(K) PROFIT SHARING PLAN & TRUST401k$237K132025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica