# Rosenberg Real Estate Equity Fund West-Vi, A Group Trust 401(k) Plan
Source: https://planprovider.pro/companies/rosenberg-real-estate-equity-fund-west-vi-a-group-trust-946566803-100

> Rosenberg Real Estate Equity Fund West-Vi, A Group Trust's 401(k) 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:** Rosenberg Real Estate Equity Fund West-Vi, A Group Trust

- **Sponsor EIN:** 946566803

- **Sponsor Address:** 222 SOUTH RIVERSIDE PLAZA, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Plan Number:** 100

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2025|0|$0|$0|$0|

| 2024|0|$169,987|$0|$0|

| 2023|0|$194,935|$0|$0|

| 2022|0|$236,000|$0|$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|

| DELOITTE & TOUCHE LLP|Auditor|$15,700|—|$15,700|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,700

### 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|

| 2025|$38,495|—|—|—|—|

| 2024|$44,104|—|—|—|—|

| 2023|$210,130|—|—|—|—|

| 2022|$64,000|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rosenberg-real-estate-equity-fund-west-vi-a-group-trust-946566803-100)

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