Sponsor portfolio
Rothman Investment Management
EIN 47-1709672investment managementLatest filing 2025
Plans
1
Retirement
1
$83K assets
Welfare
0
Participants
3
9700 EL CAMINO REAL STE 302 - ATASCADERO, CA 93422805-286-6378rothmaninvest.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROTHMAN INVESTMENT MANAGEMENT 401(K) PLAN | 401(k) | $83K | 3 | 2025 |
Retirement plans