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Sponsor portfolio

ROSE INNOVATIONS, LLC

EIN 54-2084796-farming-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
47
10020 W MEADOW DR - GREENFIELD, WI 53228414-943-3163roseinnovations.orgLinkedIn1-10 employeesfarming
Plans on this EIN
2 filings
#002TraditionalDB-$2.9M - 28 part#001401k-$2.1M - 19 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 47 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN AND TRUST (#002)59%
  • PLAN AND TRUST (#001)41%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)28
  • PLAN AND TRUST (#001)19
Total 47Click 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#002

ROSE INNOVATIONS, LLC DEFINED BENEFIT PENSION PLAN AND TRUST

TraditionalDB

Assets$2.9M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ROSE INNOVATIONS, LLC PROFIT SHARING PLAN AND TRUST

401k

Assets$2.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROSE INNOVATIONS, LLC DEFINED BENEFIT PENSION PLAN AND TRUSTTraditionalDB$2.9M282024
001ROSE INNOVATIONS, LLC PROFIT SHARING PLAN AND TRUST401k$2.1M192024
Retirement plans
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