Plan Snapshot
- Plan Sponsor: A. J. Rose Manufacturing Co.
- Sponsor EIN: 340843927
- Sponsor Address: 38000 CHESTER RD, AVON, OH, 440111086
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $32.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $32.0M | $717,554 | $964,402 |
| 2023 | 129 | $27.9M | $651,543 | $941,664 |
| 2022 | 118 | $24.7M | $597,773 | $861,420 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $58,446 | — | $58,446 | — | — |
| 2023 | $50,868 | — | $50,868 | — | — |
| 2022 | $45,193 | — | $45,193 | — | — |