Plan Snapshot
- Plan Sponsor: Rosen Systems, INC.
- Sponsor EIN: 750779120
- Sponsor Address: 2323 LANGFORD STREET, DALLAS, TX, 75208
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 11 | $4.7M | $32,421 | $116,306 |
| 2023 | 8 | $4.1M | $25,224 | $74,505 |
| 2022 | 9 | $3.4M | $23,786 | $78,104 |