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  2. OVERWATCH ENTERPRISES, LLC
Sponsor portfolio

OVERWATCH ENTERPRISES, LLC

EIN 45-3032008-oil & energy-Latest filing 2025
Plans
2
Retirement
2
$944K assets
Welfare
0
Participants
51
138 OLD SAN ANTONIO RD SUITE 305 - BOERNE, TX 78006830-816-5405overwatchent.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$540K - 36 part#002CashBalance-$404K - 15 part

Retirement portfolio analytics

2 plans aggregated / $944K assets / 51 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • ROSE MANAGEMENT 401(K) (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $944KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROSE MANAGEMENT 401(K) (#001)36
  • CASH BALANCE PLAN (#002)15
Total 51Click 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

LT ROSE MANAGEMENT 401(K) PLAN

401k

Assets$540K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LT ROSE MANAGEMENT CASH BALANCE PLAN

CashBalance

Assets$404K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LT ROSE MANAGEMENT 401(K) PLAN401k$540K362025
002LT ROSE MANAGEMENT CASH BALANCE PLANCashBalance$404K152024
Retirement plans
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