# Rockrose Development, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rockrose-development-llc-401k-plan-001

> Rockrose Development, LLC's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rockrose Development, LLC

- **Sponsor EIN:** 383982874

- **Sponsor Address:** 15 EAST 26TH STREET, 7TH FL, NEW YORK, NY, 10010

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

- **Total Participants:** 108

- **Total Assets:** $24.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|108|$24.6M|$347,335|$1.1M|

| 2023|73|$22.2M|$311,720|$926,508|

## 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|

| JOSEPH L. CALANDRA, CPA, PC|SERVICE PROVIDER|$14,500|—|$14,500|

| NAWROCKI SMITH LLP|SERVICE PROVIDER|$14,500|—|$14,500|

| VOYA RETIREMENT INSURANCE AND ANNUI|SERVICE PROVIDER|—|$11,807|$11,807|

| MORNINGSTAR|SERVICE PROVIDER|—|$11,683|$11,683|

| WAGNER PENSION SERVICES, LLC|SERVICE PROVIDER|$6,750|—|$6,750|

### Verified Provider Profiles

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

- [NAWROCKI SMITH LLP](https://planprovider.pro/provider/nawrocki-smith-llp) — SERVICE PROVIDER

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,240

- **Estimated Expense Ratio:** 0.241% 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|$41,137|—|—|—|—|

| 2023|$9,317|—|—|—|—|

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