Plan Snapshot
- Plan Sponsor: Rose Consulting Advisors, INC.
- Sponsor EIN: 934495089
- Sponsor Address: 11700 TIMBERLINE CIRCLE, FORT MYERS, FL, 33966
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2
- Total Assets: $500,012
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $500,012 | $0 | $0 |
| 2024 | 3 | $432,029 | $0 | $0 |
| 2023 | 2 | $255,225 | $0 | $0 |
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