# Rose Medical 401(k) Plan
Source: https://planprovider.pro/companies/rose-medical-401k-plan

> Rose Medical&#39;s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rose Medical

- **Sponsor EIN:** 383432754

- **Sponsor Address:** 1440 FRONT AVE NW, GRAND RAPIDS, MI, 49504

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

- **Total Participants:** 127

- **Total Assets:** $5.2M

## 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.|

| 2024|127|$5.2M|$323,598|$690,829|

| 2023|132|$3.8M|$306,313|$615,936|

| 2022|145|$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 CPA'S LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANCHECK CPA'S LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## 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|

| 2024|$2,115|—|—|—|—|

| 2023|$1,112|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Trulife, INC.](https://planprovider.pro/companies/trulife-inc-401k-plan) — 109 participants

- [Nustep LLC](https://planprovider.pro/companies/nustep-llc-401k-plan) — 101 participants

- [Thompson Surgical Instruments, INC.](https://planprovider.pro/companies/thompson-surgical-instruments-inc-esop-plan) — 71 participants

- [Howmedica Osteonics Corporation D/B/A Stryker Orthopaedics](https://planprovider.pro/companies/howmedica-osteonics-corporation-d-b-a-stryker-orthopaedics-plan) — 30 participants

- [Motion Dynamics Holdings, LLC](https://planprovider.pro/companies/motion-dynamics-holdings-llc-401k-plan) — 234 participants

- [Avasure Opco Holdings, INC.](https://planprovider.pro/companies/avasure-opco-holdings-llc-401k-plan) — 244 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rose-medical-401k-plan)

&copy; 2026 PlanProvider.Pro
