Plan Ledger DOL Form 5500 · updated monthly

Rosewood Village Associates, LLC401(k)

ROSEWOOD VILLAGE 401(K) PLAN · CHARLOTTESVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
1.31%

Rosewood Village Associates, LLC reported $7,787 in plan administrative expenses for 2024: 1.31% of average plan assets, above the peer median. 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 1.01% to 1.31%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,213th of 2,266), and 11,222nd of 11,911 in health care & social assistance. active participation has grown from 158 to 178 since 2022.

Plan summary
Net assets, end of year$647,706
Participants with balances189
Active participants178
Employer contributions—
Employee contributions$206,867
Employer contribution per active participant—
Average account balance$3,427
Benefits paid to participants$152,910
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON FARMER COX & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$648K · 189 accts
2023$543K · 191 accts
2022$404K · 156 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,787
Total administrative$7,787
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
ADP, INC. · Loan processing · Recordkeeping$7,787
ADP BROKER-DEALERindirect comp
DAVENPORT AND CO · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$7,787 · 1.31%
2023$6,325 · 1.34%
2022$3,803 · 1.01%
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Source: U.S. Department of Labor, Form 5500 series, EIN 823412861 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.