Rosen Usa 401(k) Plan
Sponsored by Oprona, Inc. Dba Rosen Usa, Inc. · EIN 208040748 · Plan #001
- Total assets
- $47.7M
- Net assets
- $47.7M
- Active participants
- 624
- With balances
- 708
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $100,522 |
| Empower Annuity Insurance Company | Recordkeeping fees | $35,060 |
| Robertson & Robertson, Pllc | Accounting | $13,220 |