Rosen's Diversified 401(k) Retirement Plan
Sponsored by Rosen's Diversified, Inc. · EIN 411224625 · Plan #002
- Total assets
- $210M
- Net assets
- $210M
- Active participants
- 3,692
- With balances
- 2,615
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $277,805 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $45,000 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $23,400 |