# Irwin R. Rose & Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/irwin-r-rose-company-llc-401k-plan

> Irwin R. Rose & Company, LLC's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Irwin R. Rose & Company, LLC

- **Sponsor EIN:** 270950641

- **Sponsor Address:** 8801 RIVER CROSSING BLVD., INDIANAPOLIS, IN, 462402394

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

- **Total Participants:** 148

- **Total Assets:** $16.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|148|$16.6M|$614,489|$558,060|

| 2023|126|$14.2M|$614,102|$559,393|

| 2022|122|$12.3M|$553,530|$561,282|

## 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|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|—|—|$0|

## 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|$45,591|$27,788|—|—|—|

| 2023|$46,832|$22,038|—|$8,500|—|

| 2022|$24,806|$23,104|—|—|—|

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