Plan Snapshot
- Plan Sponsor: Rose Financial Solutions LLC
- Sponsor EIN: 521957206
- Sponsor Address: 909 ROSE AVE, NORTH BETHESDA, MD, 20852
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 51 | $4.8M | $0 | $332,589 |
| 2023 | 50 | $4.0M | $17,724 | $283,343 |
| 2022 | 45 | $3.4M | $0 | $286,359 |