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Sponsor portfolio

ROSSMORE ENTERPRISES

EIN 95-2408406-real estate-Latest filing 2025
Plans
3
Retirement
3
$8.7M assets
Welfare
0
Participants
10
415 E. HYMAN AVENUE, SUITE 401 - ASPEN, CO 81611970-429-8253LinkedIn1-10 employeesreal estate
Plans on this EIN
3 filings
#002ProfitSharing-$6.3M - 5 part#003CashBalance-$2.3M - 4 part#001MoneyPurchase-$479 - 1 part

Retirement portfolio analytics

3 plans aggregated / $8.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLAN AND TRUST (#002)73%
  • PLAN AND TRUST (#003)27%
  • PLAN AND TRUST (#001)0%
Total $8.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)5
  • PLAN AND TRUST (#003)4
  • PLAN AND TRUST (#001)1
Total 10Click 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#002

ROSSMORE ENTERPRISES PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$6.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ROSSMORE ENTERPRISES CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROSSMORE ENTERPRISES MONEY PURCHASE PENSION PLAN AND TRUST

MoneyPurchase

Assets$479
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002ROSSMORE ENTERPRISES PROFIT SHARING PLAN AND TRUSTProfitSharing$6.3M52025
003ROSSMORE ENTERPRISES CASH BALANCE PENSION PLAN AND TRUSTCashBalance$2.3M42025
001ROSSMORE ENTERPRISES MONEY PURCHASE PENSION PLAN AND TRUSTMoneyPurchase$47912025
Retirement plans
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