Rose Companies Employer 401(k) Plan
Sponsored by Rose Companies Employer, Llc · EIN 813982831 · Plan #002
- Total assets
- $36.1M
- Net assets
- $36.1M
- Active participants
- 97
- With balances
- 305
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $77,492 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Eaton Vance | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Prudential Jennison | Investment management, Shareholder servicing fees | $0 |
| Victory Funds | Investment management, Shareholder servicing fees | $0 |
| Pioneer | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Allspring Global Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Legg Mason | Investment management, Shareholder servicing fees | $0 |
| Alliance Bernstein Funds | Investment management, Shareholder servicing fees | $0 |
| Calvert | Investment management, Shareholder servicing fees | $0 |
| Lord Abbett | Investment management, Shareholder servicing fees | $0 |