Plan Ledger DOL Form 5500 · updated monthly

Rosen's Diversified, Inc.401(k)

ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN · EAGAN, MN · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Rosen's Diversified, Inc. reported $346,205 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,701 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 0.21% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 158th-largest of 1,918 plans among Minnesota employers on file, and the 1,125th of 13,661 in manufacturing. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$209,690,546
Participants with balances2,615
Active participants3,692
Employer contributions$6,278,845
Employee contributions$14,059,566
Employer contribution per active participant$1,701
Average account balance$80,188
Benefits paid to participants$21,620,043
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$209.7M · 2,615 accts · $6.3M emplr
2023$188.2M · 2,645 accts · $6.3M emplr
2022$167.1M · 2,564 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$277,805
Investment management$45,000
Audit (IQPA)$23,400
Total administrative$346,205
The Rosen's Diversified, Inc. 401(k) match · 2024
Employer contribution per active participant$1,701
Median for plans this size$3,635
2024$1,701 per active participant
2023$1,753 per active participant
2022$1,847 per active participant

Rosen's Diversified, 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$277,805
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$45,000
EIDE BAILLY LLP · Accounting / audit$23,400

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$346,205 · 0.17%
2023$343,410 · 0.19%
2022$366,272 · 0.21%
All plans at this employer2
ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN401(k)
ROSEN'S DIVERSIFIED UNION EMPLOYEES 401(K) RETIREMENT PLAN401(k)
Same employer
Similar plansManufacturing · Minnesota
Sleep Number Corporation MN$257.3M · 0.22%
Coloplast Corp. MN$228.4M · 0.05%
Banner Engineering Corp MN$211.5M · 0.11%
Red Wing Shoe Company, Inc. MN$190.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411224625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.