Plan Snapshot
- Plan Sponsor: Rosewood Village Associates, LLC
- Sponsor EIN: 823412861
- Sponsor Address: 282 BUCK MOUNTAIN ROAD, EARLYSVILLE, VA, 22936
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $647,706
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 178 | $647,706 | $0 | $206,867 |
| 2023 | 175 | $543,014 | $0 | $193,569 |
| 2022 | 158 | $404,119 | $0 | $136,907 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $7,787 | — | $7,787 |
| ROBINSON FARMER COX & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- ROBINSON FARMER COX & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,787
- Estimated Expense Ratio: 1.202% 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 | $7,787 | — | — | — | — |
| 2023 | $6,325 | — | — | — | — |
| 2022 | $3,803 | — | — | — | — |