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Sponsor portfolio

DOUGLAS ROSEN

EIN 81-1021464-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
8
1224 S. BEDFORD DRIVE - LOS ANGELES, CA 90035310-993-3476
Plans on this EIN
2 filings
#002CashBalance-$759K - 2 part#001401k-$277K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PLAN (#002)73%
  • ROSEN INDIVIDUAL K (#001)27%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROSEN INDIVIDUAL K (#001)6
  • CASH BALANCE PLAN (#002)2
Total 8Click 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

DOUGLAS ROSEN CASH BALANCE PLAN

CashBalance

Assets$759K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DOUGLAS ROSEN INDIVIDUAL K

401k

Assets$277K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DOUGLAS ROSEN CASH BALANCE PLANCashBalance$759K22025
001DOUGLAS ROSEN INDIVIDUAL K401k$277K62025
Retirement plans
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