Plan Snapshot
- Plan Sponsor: Rosewood Investment Corporation
- Sponsor EIN: 900892434
- Sponsor Address: 1114 AVENUE OF THE AMERICAS 34TH FL, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 35 | $8.8M | $356,225 | $824,126 |
| 2023 | 37 | $7.2M | $317,573 | $740,550 |
| 2022 | 36 | $5.2M | $264,482 | $691,331 |