Plan Ledger DOL Form 5500 · updated monthly

Rose International, Inc.401(k)

ROSE INTERNATIONAL 401(K) PLAN · CHESTERFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Rose International, Inc. reported $131,665 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.27% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 291st-largest of 1,393 plans among Missouri employers on file, and the 2,477th of 11,654 in professional & technical services. active participation has shrunk from 7,933 to 4,209 since 2022.

Plan summary
Net assets, end of year$56,890,283
Participants with balances1,355
Active participants4,209
Employer contributions$0
Employee contributions$7,860,640
Employer contribution per active participant$0
Average account balance$41,985
Benefits paid to participants$8,215,943
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.9M · 1,355 accts
2023$50.1M · 1,260 accts · $535K emplr
2022$45.9M · 1,290 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,045
Investment management$45,620
Total administrative$131,665
The Rose International, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635
2023$147 per active participant
2022$37 per active participant

Rose International, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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.

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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$86,045
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$43,641

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$131,665 · 0.25%
2023$111,508 · 0.23%
2022$133,498 · 0.27%
All plans at this employer2
ROSE INTERNATIONAL 401(K) PLAN401(k)
ROSE INTERNATIONAL EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Missouri
Eiif Management USA, Inc. MO$66.1M · 0.29%
Andrews McMeel Universal MO$60.8M · 0.01%
Cordell Law, LLP MO$47.5M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431634470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.