AUMdb

Rose International 401(k) Plan

Sponsored by Rose International, Inc. · EIN 431634470 · Plan #002

Total assets
$56.9M
Net assets
$56.9M
Active participants
4,209
With balances
1,355

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $86,045
Onedigital Investment Advisors Llc Investment advisory (plan) $43,641