Rosewood Family Of Companies 401(k) Retirement Plan
Sponsored by Rosewood Corporate Investments, · EIN 262911313 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 113
- With balances
- 301
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charter Wealth Management | Recordkeeping, Trustee (institutional), Other services | $9,621 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $9,050 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |