Original filing (PDF)20250910125333NAL0035546064001

ROOSEVELT MANAGEMENT COMPANY LLC

Name: ROOSEVELT MANAGEMENT COMPANY LLC — ROOSEVELT MANAGEMENT COMPANY LLC 401(K) PLAN, Form 5500 (2024)
Creator: ROOSEVELT MANAGEMENT COMPANY LLC

Form 5500

FILING_RECEIVED

ROOSEVELT MANAGEMENT COMPANY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOSEVELT MANAGEMENT COMPANY LLC.

Plan sponsor

Name

ROOSEVELT MANAGEMENT COMPANY LLC

EIN

26-2636907

Address

1540 BROADWAY · SUITE 1500 · NEW YORK, NY · 10036

Phone

(212) 938-4880

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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.

			% of plan
FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	$0	—

1–1 of 1

Related plans

Similar-size Finance & Insurance plans

LOWELL BLAKE & ASSOCIATES, INC.

FINAL LOWELL, BLAKE & ASSOCIATES, INCORPORATED RETIREMENT PLAN AND 401(K) PLAN

LIPPERT/HEILSHORN & ASSOCIATES, INC.

LIPPERT/HEILSHORN 401(K) & PROFIT SHARING PLAN

GALTERE INC.

GALTERE INC. 401(K) PLAN

JEFFREY A SCALES

JEFFREY A SCALES 401(K) PROFIT SHARING PLAN AND TRUST

FIRST FINANCIAL STRATEGIES, LLC

FIRST FINANCIAL STRATEGIES, LLC 401(K) PLAN