Aotearoa DBA Rosell Wealth Management
Plan context: Rosell Wealth Management 401(K) Plan
EIN 90-0799716 • Bend, OR • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$688,681
2025 Contributions
$54,247
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 | 4 | $688,681 | $54,247 | $13,562iApproximate average salary by contribution assumption: employee only about $339,044 at 4% or $226,029 at 6%; with 50% employer match about $226,029 at 4% or $150,686 at 6%; with 100% employer match about $169,522 at 4% or $113,015 at 6%. |
| Rosell Wealth Management 401(K) Plan | - | 4 | $688,681 | $54,247 | $13,562iApproximate average salary by contribution assumption: employee only about $339,044 at 4% or $226,029 at 6%; with 50% employer match about $226,029 at 4% or $150,686 at 6%; with 100% employer match about $169,522 at 4% or $113,015 at 6%. |
| 2024 | 1 | 4 | $528,391 | $68,607 | $17,152iApproximate average salary by contribution assumption: employee only about $428,794 at 4% or $285,863 at 6%; with 50% employer match about $285,863 at 4% or $190,575 at 6%; with 100% employer match about $214,397 at 4% or $142,931 at 6%. |
| Rosell Wealth Management 401(K) Plan | - | 4 | $528,391 | $68,607 | $17,152iApproximate average salary by contribution assumption: employee only about $428,794 at 4% or $285,863 at 6%; with 50% employer match about $285,863 at 4% or $190,575 at 6%; with 100% employer match about $214,397 at 4% or $142,931 at 6%. |
| 2023 | 1 | 4 | $402,328 | $49,135 | $12,284iApproximate average salary by contribution assumption: employee only about $307,094 at 4% or $204,729 at 6%; with 50% employer match about $204,729 at 4% or $136,486 at 6%; with 100% employer match about $153,547 at 4% or $102,365 at 6%. |
| Rosell Wealth Management 401(K) Plan | - | 4 | $402,328 | $49,135 | $12,284iApproximate average salary by contribution assumption: employee only about $307,094 at 4% or $204,729 at 6%; with 50% employer match about $204,729 at 4% or $136,486 at 6%; with 100% employer match about $153,547 at 4% or $102,365 at 6%. |
| 2022 | 1 | 4 | $293,470 | $42,130 | $10,533iApproximate average salary by contribution assumption: employee only about $263,313 at 4% or $175,542 at 6%; with 50% employer match about $175,542 at 4% or $117,028 at 6%; with 100% employer match about $131,656 at 4% or $87,771 at 6%. |
| Rosell Wealth Management 401(K) Plan | - | 4 | $293,470 | $42,130 | $10,533iApproximate average salary by contribution assumption: employee only about $263,313 at 4% or $175,542 at 6%; with 50% employer match about $175,542 at 4% or $117,028 at 6%; with 100% employer match about $131,656 at 4% or $87,771 at 6%. |
| 2021 | 1 | 4 | $25,028 | $24,134 | $6,034iApproximate average salary by contribution assumption: employee only about $150,838 at 4% or $100,558 at 6%; with 50% employer match about $100,558 at 4% or $67,039 at 6%; with 100% employer match about $75,419 at 4% or $50,279 at 6%. |
| Rosell Wealth Management 401(K) Plan | - | 4 | $25,028 | $24,134 | $6,034iApproximate average salary by contribution assumption: employee only about $150,838 at 4% or $100,558 at 6%; with 50% employer match about $100,558 at 4% or $67,039 at 6%; with 100% employer match about $75,419 at 4% or $50,279 at 6%. |