# Rosemore, INC. DB Plan
Source: https://planprovider.pro/companies/rosemore-inc-plan-003

> Rosemore, INC.'s DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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