Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEROY AND ROSE, INC.
EIN 45-5436153marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
55
1522 CLOVERFIELD BOULEVARD, SUITE F - SANTA MONICA, CA 90404310-800-3492leroyandrose.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 55 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#001
LEROY AND ROSE, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.5M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEROY AND ROSE INC 401K PSP
401k
Assets$3.4M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEROY AND ROSE, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.5M | 25 | 2025 | |
| 002 | LEROY AND ROSE INC 401K PSP | 401k | $3.4M | 30 | 2025 |
Retirement plans