Irwin R. Rose & Company, LLC401(k)
IRWIN R. ROSE & COMPANY, LLC 401(K) PROFIT SHARING PLAN · INDIANAPOLIS, IN · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Irwin R. Rose & Company, LLC reported $45,591 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $4,152 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.18% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 663rd-largest of 1,562 plans among Indiana employers on file, and the 784th of 2,096 in real estate & leasing. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has grown from 122 to 148 since 2022.
Irwin R. Rose & Company, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 270950641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.