Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSE VENTURES CORPORATION
EIN 84-4421095management consultingLatest filing 2025
Plans
2
Retirement
2
$444K assets
Welfare
0
Participants
38
2 NOTCH DR - WESTFORD, MA 018861778617-417-5988rosebayventures.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $444K assets / 38 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#001
ROSE VENTURES CORPORATION RETIREMENT PLAN
ProfitSharing
Assets$381K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ROSE VENTURES CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$63K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROSE VENTURES CORPORATION RETIREMENT PLAN | ProfitSharing | $381K | 5 | 2024 | |
| 002 | ROSE VENTURES CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | 401k | $63K | 33 | 2025 |
Retirement plans