Rose Associates, Inc. 401(k) Plan
Sponsored by Rose Associates, Inc. · EIN 132796845 · Plan #002
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 381
- With balances
- 501
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees | $7,840 |