Rose International 401(K) Plan — Form 5500 plan (Rose International, Inc.)
Plain-English plan 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, Rose International 401(K) Plan is a benefit plan reported by Rose International, Inc. under EIN 43-1634470 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,499 participants and $50,073,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rose International, Inc.
- EIN
- 43-1634470
- Plan number
- 002
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 8,499
- End-of-year plan assets
- $50,073,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,499 | H, C | 20241015174004NAL0030518945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,073,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,073,942
- Net assets (BOY)
- $45,900,011
Income & contributions
- Employer contributions
- $535,387
- Participant contributions
- $6,707,360
- Total contributions
- $8,235,473
- Total income / additions
- $17,569,550
Expenses & distributions
- Benefits paid
- $13,098,528
- Administrative expenses
- $111,508
- Total expenses
- $13,395,619
- Net increase / (decrease)
- $4,173,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,138 | $0 | 2023 |
| Resources Investment | INVESTMENT ADVISORY | $30,263 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,968 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rose International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Chesterfield, MO
- Principal Life Insurance Company — Schedule C compensation
- Resources Investment — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation