Plan Snapshot
- Plan Sponsor: Rosen'S Diversified, INC.
- Sponsor EIN: 411224625
- Sponsor Address: 2600 EAGAN WOODS DRIVE,, EAGAN, MN, 55121
- Plan Type: 401(k)
- Total Participants: 3,692
- Total Assets: $209.7M
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 | 3,692 | $209.7M | $6.3M | $14.1M |
| 2023 | 3,596 | $188.2M | $6.3M | $14.2M |
| 2022 | 3,535 | $167.1M | $6.5M | $14.4M |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | $23,400 | — | $23,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,400
- Estimated Expense Ratio: 0.011% 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 | $346,205 | $45,000 | $277,805 | $23,400 | — |
| 2023 | $343,410 | $33,750 | $287,410 | $22,250 | — |
| 2022 | $366,272 | $56,250 | $287,947 | — | $22,075 |