Plan Snapshot
- Plan Sponsor: Rosina Food Products, INC.
- Sponsor EIN: 160876738
- Sponsor Address: 130 EMPIRE DRIVE, BUFFALO, NY, 14224
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 873
- Total Assets: $42.1M
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. |
|---|---|---|---|---|
| 2025 | 873 | $42.1M | $0 | $0 |
| 2024 | 480 | $39.9M | $450,348 | $1.7M |
| 2023 | 474 | $35.7M | $435,660 | $1.5M |
| 2022 | 459 | $29.9M | $440,715 | $1.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | Recordkeeper | $10,703 | — | $10,703 |
| MESIROW FINANCIAL INC. | Investment Advisor | $8,143 | — | $8,143 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,846
- Estimated Expense Ratio: 0.045% 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 |
|---|---|---|---|---|---|
| 2025 | $5,607,442 | — | $18,841 | — | — |
| 2024 | $19,101 | — | $19,101 | — | — |
| 2023 | $17,337 | — | $17,337 | — | — |
| 2022 | $15,919 | — | $15,919 | — | — |