Rosemont Associates, LLC DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rosemont Associates, LLC
  • Sponsor EIN: 464514038
  • Sponsor Address: 3140 SOUTH OCEAN BLVD., APT. 205N, PALM BEACH, FL, 33480
  • Plan Type: DB
  • Total Participants: 2
  • Total Assets: $9.9M

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.
20242$9.9M$0$0
20232$9.1M$0$0
20222$8.4M$0$0

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