Plan5500

2023 Form 5500 filing — Rose Companies Employer 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015155035NAL0048755824001) for Rose Companies Employer 401(K) Plan, reported by Rose Companies Employer, LLC under EIN 81-3982831 and plan number 002. It reports 674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015155035NAL0048755824001
Filing year
2023
Form type
2
Plan sponsor
Rose Companies Employer, LLC
EIN
81-3982831
Plan number
002
Location
Independence, OH
Participants
674
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$36,919,251
Total liabilities (EOY)
$0
Net assets (EOY)
$36,919,251
Employer contributions
$1,073,661
Participant contributions
$2,608,266
Total income / additions
$10,229,149
Benefits paid
$3,588,820
Administrative expenses
$64,238
Total expenses
$3,653,058
Net increase / (decrease)
$6,576,091
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T. Rowe Price Rps, Inc.NONE$64,238$0
Pimco FundsNONE$0$0
Eaton VanceNONE$0$0
American FundsNONE$0$0
Mfs FundsNONE$0$0
Prudential JennisonNONE$0$0
Victory FundsNONE$0$0
PioneerNONE$0$0
Vanguard GroupNONE$0$0
Allspring Global FundsNONE$0$0
Tiaa-CrefNONE$0$0
Blackrock FundsNONE$0$0
Legg MasonNONE$0$0
Alliance Bernstein FundsNONE$0$0
CalvertNONE$0$0
Lord AbbettNONE$0$0

Related Form 5500 pages