Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSE VALLEY CAPITAL
EIN 87-3040196real estateLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
107
2329 NOSTRAND AVENUE, SUITE 500 - BROOKLYN, NY 11210718-692-4181rosevalleycapital.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 107 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#003
ROSE VALLEY CAPITAL 401(K) PLAN
401k
Assets$3.8M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ROSE VALLEY CAPITAL, LLC CASH BALANCE PLAN
CashBalance
Assets$359K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROSE VALLEY CAPITAL 401(K) PLAN | 401k | $3.8M | 87 | 2024 | |
| 005 | ROSE VALLEY CAPITAL, LLC CASH BALANCE PLAN | CashBalance | $359K | 20 | 2024 |
Retirement plans