Plan Snapshot
- Plan Sponsor: Rose Medical
- Sponsor EIN: 383432754
- Sponsor Address: 1440 FRONT AVE NW, GRAND RAPIDS, MI, 49504
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 189
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 189 | $7.1M | $0 | $0 |
| 2024 | 127 | $5.2M | $323,598 | $690,829 |
| 2023 | 132 | $3.8M | $306,313 | $615,936 |
| 2022 | 120 | $2.3M | $226,135 | $440,449 |
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 |
|---|---|---|---|---|
| PLANCHECK CPAS LLC | 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 |
|---|---|---|---|---|---|
| 2025 | $316,121 | — | — | — | — |
| 2024 | $2,115 | — | — | — | — |
| 2023 | $1,112 | — | — | — | — |
| 2022 | $75,774 | — | — | — | — |