# Rosewealth, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rosewealth-inc-401k-plan

> Rosewealth, INC.'s 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rosewealth, INC.

- **Sponsor EIN:** 832102500

- **Sponsor Address:** 20 GOLDEN HEATHER, CHAPEL HILL, NC, 27517

- **Plan Type:** 401(k)

- **Total Participants:** 11

- **Total Assets:** $158,744

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|11|$158,744|$0|$0|

| 2023|9|$82,707|$0|$0|

| 2022|6|$161,590|$0|$0|

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