Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROZIEAI, INC.
EIN 81-3794757information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$789K assets
Welfare
0
Participants
20
324 BLACKWELL STREET, SUITE 900 - DURHAM, NC 27701919-619-6524rozie.aiLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $789K assets / 20 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#002
ROZIEAI, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$541K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ROZIEAI, INC. 401(K) PLAN
401k
Assets$247K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROZIEAI, INC. CASH BALANCE PENSION PLAN | CashBalance | $541K | 8 | 2025 | |
| 001 | ROZIEAI, INC. 401(K) PLAN | 401k | $247K | 12 | 2025 |
Retirement plans