# Rose Villa INC 401(k) Plan
Source: https://planprovider.pro/companies/rose-villa-inc-401k-plan

> Rose Villa INC's 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rose Villa INC

- **Sponsor EIN:** 930471873

- **Sponsor Address:** 13505 SE RIVER RD, PORTLAND, OR, 972228097

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

- **Total Participants:** 214

- **Total Assets:** $6.5M

## 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|214|$6.5M|$296,859|$357,822|

| 2023|171|$5.9M|$290,021|$338,934|

| 2022|180|$4.7M|$271,780|$325,429|

## 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|

| NORTHWEST PLAN SERVICES, INC.|NONE|$20,980|—|$20,980|

| LUCID ADVISORS, INC.|NONE|$20,837|—|$20,837|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWEST PLAN SERVICES, INC.](https://planprovider.pro/provider/nwps) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,817

- **Estimated Expense Ratio:** 0.641% 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|$44,576|$20,837|—|—|—|

| 2023|$38,444|$17,724|—|—|—|

| 2022|$40,184|$40,184|—|—|—|

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