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ROSEWOOD FAMILY ADVISORS, LLP

EIN 82-4430307-financial services-Latest filing 2025
Plans
1
Retirement
1
$11.9M assets
Welfare
0
Participants
87
3000 EL CAMINO REAL, SUITE 2-1000 - PALO ALTO, CA 94306650-313-2003rfallp.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$11.9M - 87 part

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Retirement#001

ROSEWOOD FAMILY ADVISORS, LLP 401(K) PLAN

401k

Assets$11.9M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROSEWOOD FAMILY ADVISORS, LLP 401(K) PLAN401k$11.9M872025
Retirement plans
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