Rose Companies Employer 401(K) Plan — Form 5500 plan (Rose Companies Employer, LLC)
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 Companies Employer 401(K) Plan is a benefit plan reported by Rose Companies Employer, LLC under EIN 81-3982831 and plan number 002. The latest loaded filing year is 2023. The filing reports 674 participants and $36,919,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rose Companies Employer, LLC
- EIN
- 81-3982831
- Plan number
- 002
- Plan type
- 2
- Location
- Independence, OH
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $36,919,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H, C | 20241015155035NAL0048755824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,919,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,919,251
- Net assets (BOY)
- $31,090,691
Income & contributions
- Employer contributions
- $1,073,661
- Participant contributions
- $2,608,266
- Total contributions
- $4,284,327
- Total income / additions
- $10,229,149
Expenses & distributions
- Benefits paid
- $3,588,820
- Administrative expenses
- $64,238
- Total expenses
- $3,653,058
- Net increase / (decrease)
- $6,576,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $64,238 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Eaton Vance | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Victory Funds | NONE | $0 | $0 | 2023 |
| Pioneer | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Allspring Global Funds | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Alliance Bernstein Funds | NONE | $0 | $0 | 2023 |
| Calvert | NONE | $0 | $0 | 2023 |
| Lord Abbett | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rose Companies Employer, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Independence, OH
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Eaton Vance — Schedule C compensation
- American Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Victory Funds — Schedule C compensation
- Pioneer — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Allspring Global Funds — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Legg Mason — Schedule C compensation
- Alliance Bernstein Funds — Schedule C compensation
- Calvert — Schedule C compensation
- Lord Abbett — Schedule C compensation