Roosevelt & Cross, Incorporated DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Roosevelt & Cross, Incorporated
  • Sponsor EIN: 132728032
  • Sponsor Address: ONE EXCHANGE PLAZA, NEW YORK, NY, 10006
  • Plan Type: DC
  • Total Participants: 35
  • Total Assets: $15.1M

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.
202435$15.1M$413,492$0
202340$15.6M$435,604$0
202242$15.3M$209,859$0

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