Rosen Publishing Group 401(k) Plan
Sponsored by Rosen Publishing Group Inc. · EIN 133129750 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 62
- With balances
- 105
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 |
|---|---|---|
| Wealthplan Partners, Llc CRD 305026 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthplan Partners Llc | Investment advisory (participants) | $29,926 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $592 |