Plan Snapshot
- Plan Sponsor: Rose International, INC.
- Sponsor EIN: 431634470
- Sponsor Address: 16305 SWINGLEY RIDGE RD, CHESTERFIELD, MO, 63017
- Plan Type: 401(k)
- Total Participants: 4,209
- Total Assets: $56.9M
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 | 4,209 | $56.9M | $0 | $7.9M |
| 2023 | 3,632 | $50.1M | $535,387 | $6.7M |
| 2022 | 7,933 | $45.9M | $295,403 | $7.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $86,045 | — | $86,045 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR\INVESTMENT ADV | $43,641 | — | $43,641 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR\INVESTMENT ADV
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,686
- Estimated Expense Ratio: 0.228% 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 | $131,665 | $45,620 | — | — | — |
| 2023 | $111,508 | — | — | — | — |
| 2022 | $133,498 | $39,379 | $94,119 | — | — |