A.J. Rose Retirement And 401(k) Plan For Non Union Employees
Sponsored by A. J. Rose Manufacturing Co. · EIN 340843927 · Plan #001
- Total assets
- $32.0M
- Net assets
- $32.0M
- Active participants
- 135
- With balances
- 168
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 |
|---|---|---|
| Newedge Advisors, Llc CRD 171351 | 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 | $58,446 |
| Newedge Advisors | Investment advisory (plan), Other fees | $0 |