Plan Ledger DOL Form 5500 · updated monthly

Roseland Management, LLC401(k)

ROSELAND MANAGEMENT 401(K) PLAN · TYLER, TX · plan year 2022

Reported admin expense ratio · 2022
0.40%

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

Roseland Management, LLC reported $24,941 in plan administrative expenses for 2022: 0.40% of average plan assets, below the peer median. Employer contributions averaged $990 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 0.40% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,864th of 5,688), and 7,474th of 11,911 in health care & social assistance. In 2022, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,792,335
Participants with balances123
Active participants260
Employer contributions$257,341
Employee contributions$529,926
Employer contribution per active participant$990
Average account balance$47,092
Benefits paid to participants$592,031
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 111 accts · $186K emplr
2023$5.3M · 117 accts · $276K emplr
2022$5.8M · 123 accts · $257K emplr
The Roseland Management, LLC 401(k) match · 2022
Employer contribution per active participant$990
Median for plans this size$1,114
2024$739 per active participant
2023$1,064 per active participant
2022$990 per active participant

Roseland Management, LLC'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 history3
2024$23,837 · 0.45%
2023$22,356 · 0.40%
2022$24,941 · 0.40%
Similar plansHealth Care & Social Assistance · Texas
The Company of Rock House TX$5.8M · 0.59%
Reliant at Home Midco LLC TX$5.5M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 901018952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.