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Sponsor portfolio

ROVIN CAPITAL LLC

EIN 87-0404982-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
25
P.O. BOX 31840 - MESA, AZ 852751840858-487-0964
Plans on this EIN
2 filings
#003401k-$4.0M - 16 part#006CashBalance-$612K - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#003)87%
  • CASH BALANCE PLAN (#006)13%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)16
  • CASH BALANCE PLAN (#006)9
Total 25Click 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#003

ROVIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$4.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

ROVIN CAPITAL, LLC CASH BALANCE PLAN

CashBalance

Assets$612K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ROVIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN401k$4.0M162024
006ROVIN CAPITAL, LLC CASH BALANCE PLANCashBalance$612K92024
Retirement plans
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