Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROLO MANAGEMENT, LLC
EIN 46-4676147individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
38505 WOODWARD AVENUE, STE 250 - BLOOMFIELD HILLS, MI 48304248-352-4544LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 8 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
ROLO MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$942K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROLO MANAGEMENT, LLC 401(K) PLAN
401k
Assets$338K
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 | |
|---|---|---|---|---|---|---|
| 001 | ROLO MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $942K | 4 | 2024 | |
| 002 | ROLO MANAGEMENT, LLC 401(K) PLAN | 401k | $338K | 4 | 2024 |
Retirement plans