Plan Snapshot
- Plan Sponsor: Oprona, INC. Dba Rosen Usa, INC.
- Sponsor EIN: 208040748
- Sponsor Address: 14120 INTERDRIVE EAST, HOUSTON, TX, 77032
- Plan Type: 401(k)
- Total Participants: 624
- Total Assets: $47.7M
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 | 624 | $47.7M | $2.4M | $3.4M |
| 2023 | 647 | $42.2M | $2.4M | $3.4M |
| 2022 | 656 | $32.4M | $2.1M | $3.0M |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON, PLLC | Auditor | $13,220 | — | $13,220 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,220
- Estimated Expense Ratio: 0.028% of plan assets
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 | $143,119 | $100,522 | $6,923 | $13,220 | — |
| 2023 | $132,496 | $86,089 | — | $13,220 | — |
| 2022 | $122,254 | $79,120 | $29,914 | — | $13,220 |