Rose Associates 401(k) match, vesting and fees
What Rose Associates' 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Rose Associates: employer contribution per participant | $2,250 | |
| Peer median | $1,449 |
| Rose Associates: average balance | $56,079 | |
| Peer median | $44,821 |
| Rose Associates: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.36% |
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 $22.7M at the end of plan year 2021 to $28.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 535 | $28.1M | $1.1M | $2,250 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 420 | $24.3M | $995K | $2,507 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 383 | $19.5M | $881K | $2,406 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 347 | $22.7M | $773K | $2,292 | 0.02% | Not published | Form 5500 ↗ |
Other Rose Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rose Associates, Inc. Pension Trust
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 | Wilmington Trust Company | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Rose Associates match 401(k) contributions?
The match terms for the Rose Associates, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,250 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rose Associates 401(k) match vested?
The vesting schedule for the Rose Associates, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rose Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Rose Associates, Inc..
I left Rose Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rose Associates, Inc., (212) 210-6645) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Rose Associates old 401(k) page lists the contacts from every plan filing. Find an old Rose Associates 401(k)
Data from the public Form 5500 annual reports Rose Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Associates. Not financial advice. Report a correction · Methodology