# Rosewood Investment Corporation 401(k) Plan
Source: https://planprovider.pro/companies/rosewood-investment-corporation-401k-plan

> Rosewood Investment Corporation's 401(k) plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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