Plan Ledger DOL Form 5500 · updated monthly

Rose Moving and Storage Co., Inc.401(k)

ROSE MOVING AND STORAGE CO., INC. 401(K) PROFIT SHARING PLAN & TRUST · BELLEVILLE, MI · plan year 2022

Reported admin expense ratio · 2022
0.44%

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

Rose Moving and Storage Co., Inc. reported $22,164 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,018 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Michigan (2,049th of 2,619), and 1,691st of 2,677 in transportation & warehousing. In 2022, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,690,616
Participants with balances86
Active participants126
Employer contributions$128,319
Employee contributions$279,713
Employer contribution per active participant$1,018
Average account balance$54,542
Benefits paid to participants$618,672
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,410
Investment management$20,754
Total administrative$22,164
The Rose Moving and Storage Co., Inc. 401(k) match · 2022
Employer contribution per active participant$1,018
Median for plans this size$1,114

Rose Moving and Storage Co., Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$22,164 · 0.44%
Same employer
Similar plansTransportation & Warehousing · Michigan
Northern Logistics, Inc. MI$4.8M · 0.70%
Hsd Operations, Inc. MI$4.5M · 0.66%
Day & Ross USA, Inc. MI$4.4M · 0.39%
Holding Co. V&V MI$4.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381744570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.