Rose Associates, Inc. Pension Trust
Sponsored by Rose Associates, Inc. · EIN 132796845 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.0M
- Active participants
- 21
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Segal Company | Actuarial, Consulting (pension) | $185,547 |
| Wilmington Trust Company | Recordkeeping, Custodial (other), Trustee (institutional) | $32,539 |
| Pkf O'connor Davies Llp | Accounting | $28,200 |