Plan Snapshot
- Plan Sponsor: Rosemore, INC.
- Sponsor EIN: 521659249
- Sponsor Address: 100 LIGHT STREET, 25TH FLOOR, BALTIMORE, MD, 21202
- Plan Type: DB
- Total Participants: 0
- Total Assets: $160.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $160.1M | $0 | $0 |
| 2023 | 0 | $173.2M | $0 | $0 |
| 2022 | 0 | $175.1M | $12.0M | $0 |
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 |
|---|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | NONE | $413,949 | — | $413,949 |
| STAMBAUGH NESS, INC | NONE | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $427,949
- Estimated Expense Ratio: 0.267% 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 | $576,357 | $367,360 | $26,125 | $14,000 | — |
| 2023 | $809,689 | $604,716 | — | $13,500 | — |
| 2022 | $2,197,679 | $942,482 | $25,675 | — | $13,244 |