# Catering By Rosemary, INC. 401(k) Plan
Source: https://planprovider.pro/companies/catering-by-rosemary-inc-401k-plan

> Catering By Rosemary, INC.'s 401(k) plan: 741 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Catering By Rosemary, INC.

- **Sponsor EIN:** 741611332

- **Sponsor Address:** PO BOX 1361, SAN ANTONIO, TX, 78295

- **Plan Type:** 401(k)

- **Total Participants:** 741

- **Total Assets:** $8.1M

## 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|741|$8.1M|$0|$0|

| 2023|633|$6.4M|$0|$0|

## 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|

| PEGGY S. EDGE, CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PEGGY S. EDGE, CPA, LLC](https://planprovider.pro/provider/peggy-s-edge-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|$59,647|$26,043|$23,772|—|—|

| 2023|$54,124|$22,037|$29,332|—|$2,755|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/catering-by-rosemary-inc-401k-plan)

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