Plan Ledger DOL Form 5500 · updated monthly

Rose Associates, Inc.401(k)

ROSE ASSOCIATES, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Rose Associates, Inc. reported $7,840 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,959 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 0.025% to 0.030%. 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 2,047th-largest of 5,648 plans among New York employers on file, and the 485th of 2,096 in real estate & leasing. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 261 to 381 since 2022.

Plan summary
Net assets, end of year$28,095,805
Participants with balances501
Active participants381
Employer contributions$1,127,468
Employee contributions$2,248,590
Employer contribution per active participant$2,959
Average account balance$56,079
Benefits paid to participants$2,710,947
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 501 accts · $1.1M emplr
2023$24.3M · 397 accts · $995K emplr
2022$19.5M · 366 accts · $881K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,840
Total administrative$7,840
The Rose Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,959
Median for plans this size$2,416
2024$2,959 per active participant
2023$3,285 per active participant
2022$3,374 per active participant

Rose Associates, 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 · 20241

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$7,840 · 0.03%
2023$7,420 · 0.03%
2022$5,306 · 0.03%
Same employer
Similar plansReal Estate & Leasing · New York
Time Equities, Inc. NY$30.7M · 0.31%
Bldg Management Co, Inc. NY$29.6M · 0.02%
Fairfield Properties NY$29.0M · 0.42%
Broadwall Management Corp. NY$28.1M · 0.22%
Phipps Houses NY$27.1M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132796845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.