Plan Ledger DOL Form 5500 · updated monthly

Rose Companies Employer, LLC401(k)

ROSE COMPANIES EMPLOYER 401(K) PLAN · INDEPENDENCE, OH · plan year 2023

Reported admin expense ratio · 2023
0.19%

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

Rose Companies Employer, LLC reported $64,238 in plan administrative expenses for 2023: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,677 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 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 837th-largest of 3,295 plans among Ohio employers on file, and the 379th of 2,096 in real estate & leasing. In 2023, employees put in $2.43 for every $1.00 the employer contributed; active participation has shrunk from 461 to 401 since 2022.

Plan summary
Net assets, end of year$36,919,251
Participants with balances594
Active participants401
Employer contributions$1,073,661
Employee contributions$2,608,266
Employer contribution per active participant$2,677
Average account balance$62,154
Benefits paid to participants$3,588,820
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.1M · 305 accts · $783K emplr
2023$36.9M · 594 accts · $1.1M emplr
2022$31.1M · 629 accts · $1.2M emplr
The Rose Companies Employer, LLC 401(k) match · 2023
Employer contribution per active participant$2,677
Median for plans this size$2,440
2024$8,074 per active participant
2023$2,677 per active participant
2022$2,624 per active participant

Rose Companies Employer, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202312
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$64,238
PIMCO FUNDS · Investment managementindirect comp
EATON VANCE · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
PRUDENTIAL JENNISON · Investment managementindirect comp
VICTORY FUNDS · Investment managementindirect comp
PIONEER · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
ALLSPRING GLOBAL FUNDS · Investment managementindirect comp
TIAA-CREF · Investment managementindirect comp
BLACKROCK FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$77,629 · 0.21%
2023$64,238 · 0.19%
2022$60,383 · 0.18%
Same employer
Similar plansReal Estate & Leasing · Ohio
Nrp Investments LLC OH$43.4M · 0.48%
Sibcy Cline, Inc. OH$36.0M · 0.15%
Aim Leasing Company, Inc. OH$32.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813982831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.