Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOUIS A. ROSER COMPANY
EIN 87-0203638mechanical or industrial engineeringLatest filing 2024
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
59
1975 W. NORTH TEMPLE - SALT LAKE CITY, UT 84116801-363-8849LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 59 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
LOUIS A. ROSER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.7M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LOUIS A. ROSER 401(K) SAVINGS PLAN
401k
Assets$727K
Participants19
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 | LOUIS A. ROSER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.7M | 40 | 2024 | |
| 001 | LOUIS A. ROSER 401(K) SAVINGS PLAN | 401k | $727K | 19 | 2024 |
Retirement plans