Sandra Rosado signed The Rosado Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Rosado Group's EIN is 23-2575176.
Download the official 2024 Form 5500 (PDF) for The Rosado Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Rosado Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $1.0M | 15.0% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $938K | 13.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $619K | 9.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $478K | 7.1% | |
| JANUS HEND BALANCED FUND - A | Registered Investment Companies | — | — | $443K | 6.6% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $376K | 5.6% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $356K | 5.3% | |
| JPMORGAN SMARTRETIRE 2045 - A | Registered Investment Companies | — | — | $331K | 4.9% | |
| JANUS HENDERSON TRITON A | Registered Investment Companies | — | — | $315K | 4.7% | |
| JPMORGAN SMARTRETIRE 2035 - A | Registered Investment Companies | — | — | $174K | 2.6% | |
| CLEARBRIDGE GROWTH FUND - A | Registered Investment Companies | — | — | $167K | 2.5% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $150K | 2.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $142K | 2.1% | |
| JPMORGAN SMARTRET INC -A 76 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $142K | 2.1% | |
| TCW SECURITIZED BOND N | Registered Investment Companies | — | — | $127K | 1.9% | |
| FIRST EAGLE GLOBAL FUND A | Registered Investment Companies | — | — | $126K | 1.9% | |
| LORD ABBETT MID CAP STOCK A | Registered Investment Companies | — | — | $108K | 1.6% | |
| TOUCHSTONE DIV EQUITY A | Registered Investment Companies | — | — | $102K | 1.5% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $86K | 1.3% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $83K | 1.2% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $77K | 1.1% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $73K | 1.1% | |
| INVESCO REAL ESTATE - A | Registered Investment Companies | — | — | $42K | 0.6% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $34K | 0.5% | |
| FRANKLIN INCOME FUND - A1 | Registered Investment Companies | — | — | $20K | 0.3% | |
| FRANKLIN MUT GLB DISC - A | Registered Investment Companies | — | — | $17K | 0.3% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $16K | 0.2% | |
| JPMORGAN SMARTRETIRE 2025 - A | Registered Investment Companies | — | — | $12K | 0.2% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $9K | 0.1% | |
| MACQUARIE HIGH INCOME Y | Registered Investment Companies | — | — | $4K | <0.1% | |
| INV STABLE VALUE RETIREMENT 4 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $3K |
| — |
