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Sponsor portfolio

JENNIFER ROSDAIL

EIN 82-1584568-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
10
1443 47TH AVENUE - SAN FRANCISCO, CA 94122415-269-4663
Plans on this EIN
2 filings
#002TraditionalDB-$2.3M - 5 part#001401k-$642K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN & TRUST (#002)78%
  • PLAN & TRUST (#001)22%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)5
  • PLAN & TRUST (#001)5
Total 10Click 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

JENNIFER ROSDAIL DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JENNIFER ROSDAIL 401(K) PLAN & TRUST

401k

Assets$642K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JENNIFER ROSDAIL DEFINED BENEFIT PLAN & TRUSTTraditionalDB$2.3M52024
001JENNIFER ROSDAIL 401(K) PLAN & TRUST401k$642K52024
Retirement plans
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