Plan Snapshot
- Plan Sponsor: Rose Paving, LLC
- Sponsor EIN: 475270739
- Sponsor Address: 7300 WEST 100TH PLACE, BRIDGEVIEW, IL, 60455
- Plan Type: 401(k)
- Total Participants: 530
- Total Assets: $15.3M
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 | 530 | $15.3M | $271,633 | $1.5M |
| 2023 | 357 | $10.2M | $211,666 | $1.2M |
| 2022 | 308 | $7.6M | $134,151 | $1.1M |
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 | $53,782 | — | $53,782 |
| RAYMOND JAMES & ASSOCIATES INC | ADVISOR | $30,338 | — | $30,338 |
| HANSEN PLAHM AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RAYMOND JAMES & ASSOCIATES INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,120
- Estimated Expense Ratio: 0.551% 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 | $84,120 | $30,338 | — | — | — |
| 2023 | $61,332 | $20,986 | — | — | — |
| 2022 | $51,797 | — | — | — | — |