Plan Ledger DOL Form 5500 · updated monthly

The Rosado Group401(k)

THE ROSADO GROUP 401K PLAN · MILFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

The Rosado Group reported $5,862 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.093%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,662nd of 3,651), and 3,305th of 5,215 in retail trade. active participation has shrunk from 137 to 114 since 2022.

Plan summary
Net assets, end of year$6,744,425
Participants with balances147
Active participants114
Employer contributions—
Employee contributions$559,853
Employer contribution per active participant—
Average account balance$45,880
Benefits paid to participants$640,641
Plan auditUnmodified (clean) audit opinion
AuditorWALSH & DICKINSON
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 147 accts
2023$5.9M · 154 accts · $1K emplr
2022$4.6M · 158 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,174
Investment management$2,688
Total administrative$5,862
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$3,189
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$2,672
ADP BROKER-DEALER · 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, Bank of America / Merrill
2023ADP

This plan has changed recordkeepers within these filings. If you left The Rosado Group before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$5,862 · 0.09%
2023$4,930 · 0.09%
2022$4,663 · 0.09%
Similar plansRetail Trade · Pennsylvania
Jh Bennett, Inc. PA$7.1M · 0.87%
C. Harper Chevrolet, Inc. PA$6.9M · 0.80%
Primitives by Kathy, Inc. PA$6.9M · 0.10%
Turner Automotive Corp. PA$6.5M · 0.71%
Shults Ford, Inc. PA$6.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232575176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.