Plan Snapshot
- Plan Sponsor: Rosedale Products, INC.
- Sponsor EIN: 381993765
- Sponsor Address: 3730 LIBERTY ROAD, ANN ARBOR, MI, 48106
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 96
- Total Assets: $13.3M
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 | 96 | $13.3M | $173,892 | $424,511 |
| 2023 | 106 | $12.9M | $152,544 | $380,622 |
| 2022 | 91 | $11.4M | $143,623 | $377,623 |
| 2020 | 95 | $10.8M | $74,020 | $377,116 |
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 |
|---|---|---|---|---|
| MELO USA PC | 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 |
|---|---|---|---|---|---|
| 2024 | $2,506 | $51 | — | — | — |
| 2023 | $1,338 | $18 | — | — | — |
| 2022 | $1,727 | $17 | $1,710 | — | — |
| 2020 | $815 | $10 | $805 | — | — |