ROSEN & SCHNEIDER, LLC
Plan context: ROSEN & SCHNEIDER, LLC 401(K) PLAN
EIN 88-2412453 • Portland, OR • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$95,148
2025 Contributions
$59,081
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $95,148 | $59,081 | $19,694iApproximate average salary by contribution assumption: employee only about $492,342 at 4% or $328,228 at 6%; with 50% employer match about $328,228 at 4% or $218,819 at 6%; with 100% employer match about $246,171 at 4% or $164,114 at 6%. |
| ROSEN & SCHNEIDER, LLC 401(K) PLAN | - | 3 | $95,148 | $59,081 | $19,694iApproximate average salary by contribution assumption: employee only about $492,342 at 4% or $328,228 at 6%; with 50% employer match about $328,228 at 4% or $218,819 at 6%; with 100% employer match about $246,171 at 4% or $164,114 at 6%. |
| 2024 | 1 | 3 | $34,132 | $30,786 | $10,262iApproximate average salary by contribution assumption: employee only about $256,550 at 4% or $171,033 at 6%; with 50% employer match about $171,033 at 4% or $114,022 at 6%; with 100% employer match about $128,275 at 4% or $85,517 at 6%. |
| ROSEN & SCHNEIDER, LLC 401(K) PLAN | - | 3 | $34,132 | $30,786 | $10,262iApproximate average salary by contribution assumption: employee only about $256,550 at 4% or $171,033 at 6%; with 50% employer match about $171,033 at 4% or $114,022 at 6%; with 100% employer match about $128,275 at 4% or $85,517 at 6%. |
| 2023 | 1 | 2 | $10,281 | $9,872 | $4,936iApproximate average salary by contribution assumption: employee only about $123,400 at 4% or $82,267 at 6%; with 50% employer match about $82,267 at 4% or $54,844 at 6%; with 100% employer match about $61,700 at 4% or $41,133 at 6%. |
| ROSEN & SCHNEIDER, LLC 401(K) PLAN | - | 2 | $10,281 | $9,872 | $4,936iApproximate average salary by contribution assumption: employee only about $123,400 at 4% or $82,267 at 6%; with 50% employer match about $82,267 at 4% or $54,844 at 6%; with 100% employer match about $61,700 at 4% or $41,133 at 6%. |