Plan Snapshot
- Plan Sponsor: Rosen Publishing Group INC.
- Sponsor EIN: 133129750
- Sponsor Address: 29 EAST 21ST STREET, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $10.0M
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 | 62 | $10.0M | $75,232 | $254,851 |
| 2023 | 78 | $9.5M | $73,623 | $293,357 |
| 2022 | 71 | $9.1M | $75,973 | $287,301 |
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 |
|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | INVESTMENT ADVISOR | $29,926 | — | $29,926 |
| KELLY PARTNERS (FRS) ATTEST SERVICE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,926
- Estimated Expense Ratio: 0.298% 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 | $63,085 | $29,926 | $3,408 | — | — |
| 2023 | $56,642 | $26,889 | $3,450 | — | — |
| 2022 | $59,518 | $28,067 | $27,835 | — | $3,616 |