Rose Acre Farms 401(k) match, vesting and fees
What Rose Acre Farms' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Blue & Co., LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 15 defined-contribution plans in agriculture, forestry, fishing and hunting with 1,000 to 4,999 participants.
| Rose Acre Farms: employer contribution per participant | $1,851 | |
| Peer median | $1,574 |
| Rose Acre Farms: average balance | $116,312 | |
| Peer median | $66,328 |
| Rose Acre Farms: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $82.4M at the end of plan year 2021 to $116M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,874 | $116M | $1.9M | $1,851 | 0.14% | Not published | Form 5500 ↗ |
| 2024 | 2,936 | $100M | $1.7M | $1,758 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 2,336 | $86.8M | $1.7M | $1,804 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 2,325 | $70.9M | $1.5M | $1,769 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 2,118 | $82.4M | $1.2M | $1,368 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Rose Acre Farms match 401(k) contributions?
The match terms for the Rose Acre Farms Employees' 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.9M in employer contributions, about $1,851 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rose Acre Farms 401(k) match vested?
The vesting schedule for the Rose Acre Farms Employees' 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rose Acre Farms 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Rose Acre Farms, Inc..
I left Rose Acre Farms. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rose Acre Farms, Inc., (812) 497-2557) or the recordkeeper, Fidelity Investments Institutional. The Rose Acre Farms old 401(k) page lists the contacts from every plan filing. Find an old Rose Acre Farms 401(k)
Data from the public Form 5500 annual reports Rose Acre Farms filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rose Acre Farms. Not financial advice. Report a correction · Methodology