# Rose Associates, INC. DB Plan
Source: https://planprovider.pro/companies/rose-associates-inc-plan-001-6845

> Rose Associates, INC.'s DB plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rose Associates, INC.

- **Sponsor EIN:** 132796845

- **Sponsor Address:** 777 3RD AVENUE, NEW YORK, NY, 10017

- **Plan Type:** DB

- **Total Participants:** 21

- **Total Assets:** $28.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|21|$28.1M|$1.0M|$0|

| 2023|25|$28.0M|$600,000|$0|

| 2022|26|$26.6M|$1.5M|$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|

| PKF O'CONNOR DAVIES LLP|Auditor|$28,200|—|$28,200|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,200

- **Estimated Expense Ratio:** 0.100% 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|$270,157|$127,424|—|$28,200|—|

| 2023|$185,031|—|$24,931|—|—|

| 2022|$216,899|—|$18,807|—|$29,913|

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