AUMdb

Rose Casual Dining 401(k) Retirement Savings Plan

Sponsored by H. T. Rose Enterprises, Inc. · EIN 232360799 · Plan #001

Total assets
$11.0M
Net assets
$11.0M
Active participants
274
With balances
207

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Axa Advisors, Llc Investment advisory (plan) $24,709
Empower Annuity Insurance Company Recordkeeping fees $21,726