# Rosewood Village Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rosewood-village-associates-llc-401k-plan

> Rosewood Village Associates, LLC's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [ROBINSON FARMER COX & ASSOCIATES](https://planprovider.pro/provider/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|—|—|—|—|

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