Bosse Rollman PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bosse Rollman PC
  • Sponsor EIN: 860651718
  • Sponsor Address: 3507 N CAMPBELL AVENUE SUITE 111, TUCSON, AZ, 85719
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $14.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$14.3M$105,449$69,100
20237$13.2M$109,428$69,600
202214$12.4M$113,603$67,900

Similar Plans