Plan Ledger DOL Form 5500 · updated monthly

Rosen Publishing Group Inc.401(k)

ROSEN PUBLISHING GROUP 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Rosen Publishing Group Inc. reported $63,085 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $1,213 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 0.59% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in New York (3,609th of 5,648), and 1,517th of 2,199 in information & media. In 2024, employees put in $3.39 for every $1.00 the employer contributed; active participation has shrunk from 71 to 62 since 2022.

Plan summary
Net assets, end of year$10,033,285
Participants with balances105
Active participants62
Employer contributions$75,232
Employee contributions$254,851
Employer contribution per active participant$1,213
Average account balance$95,555
Benefits paid to participants$1,227,940
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 105 accts · $75K emplr
2023$9.5M · 109 accts · $74K emplr
2022$9.1M · 111 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,097
Investment management$29,926
Total administrative$63,085
The Rosen Publishing Group Inc. 401(k) match · 2024
Employer contribution per active participant$1,213
Median for plans this size$1,313
2024$1,213 per active participant
2023$944 per active participant
2022$1,070 per active participant

Rosen Publishing Group Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$592
WEALTHPLAN PARTNERS LLC · Investment advisory (participants)$29,926

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$63,085 · 0.65%
2023$56,642 · 0.61%
2022$59,518 · 0.59%
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Source: U.S. Department of Labor, Form 5500 series, EIN 133129750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.