2023 Form 5500 filing — Rose International 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 20241015174004NAL0030518945001) for Rose International 401(K) Plan, reported by Rose International, Inc. under EIN 43-1634470 and plan number 002. It reports 8,499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174004NAL0030518945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rose International, Inc.
- EIN
- 43-1634470
- Plan number
- 002
- Location
- Chesterfield, MO
- Participants
- 8,499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,073,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,073,942
- Employer contributions
- $535,387
- Participant contributions
- $6,707,360
- Total income / additions
- $17,569,550
- Benefits paid
- $13,098,528
- Administrative expenses
- $111,508
- Total expenses
- $13,395,619
- Net increase / (decrease)
- $4,173,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,138 | $0 |
| Resources Investment | INVESTMENT ADVISORY | $30,263 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,968 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |