Plan Ledger DOL Form 5500 · updated monthly

Oprona, Inc. dba Rosen USA, Inc.401(k)

ROSEN USA 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Oprona, Inc. dba Rosen USA, Inc. reported $143,119 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,883 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 fell from 0.36% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,095th-largest of 5,688 plans among Texas employers on file, and the 2,867th of 11,654 in professional & technical services. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,707,855
Participants with balances708
Active participants624
Employer contributions$2,423,077
Employee contributions$3,429,833
Employer contribution per active participant$3,883
Average account balance$67,384
Benefits paid to participants$3,671,103
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.7M · 708 accts · $2.4M emplr
2023$42.2M · 794 accts · $2.4M emplr
2022$32.4M · 719 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,377
Investment management$100,522
Audit (IQPA)$13,220
Total administrative$143,119
The Oprona, Inc. dba Rosen USA, Inc. 401(k) match · 2024
Employer contribution per active participant$3,883
Median for plans this size$2,416
2024$3,883 per active participant
2023$3,733 per active participant
2022$3,247 per active participant

Oprona, Inc. dba Rosen USA, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$100,522
ROBERTSON & ROBERTSON, PLLC · Accounting / audit$13,220

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$143,119 · 0.32%
2023$132,496 · 0.36%
2022$122,254 · 0.36%
Same employer
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Bigcommerce, Inc. TX$48.0M · 0.38%
Nes Global, LLC TX$47.5M · 0.60%
General Datatech, LP TX$47.5M · 0.56%
Contract Land Staff, LLC TX$47.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208040748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.