Rose Companies Employer 401(k) match, vesting and fees
What Rose Companies Employer's 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 | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Cohnreznick 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 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Rose Companies Employer: employer contribution per participant | $2,568 | |
| Peer median | $1,680 |
| Rose Companies Employer: average balance | $118,225 | |
| Peer median | $52,722 |
| Rose Companies Employer: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.39% |
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 $36.5M at the end of plan year 2021 to $36.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 305 | $36.1M | $783K | $2,568 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 599 | $36.9M | $1.1M | $1,808 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 674 | $31.1M | $1.2M | $1,923 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 547 | $36.5M | $1.1M | $2,264 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Rose Companies Employer match 401(k) contributions?
The match terms for the Rose Companies Employer 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $783K in employer contributions, about $2,568 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rose Companies Employer 401(k) match vested?
The vesting schedule for the Rose Companies Employer 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rose Companies Employer 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T. Rowe Price Rps, Inc.. The plan administrator is Rose Companies Employer, LLC.
I left Rose Companies Employer. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rose Companies Employer, LLC, (216) 393-8028) or the recordkeeper, T. Rowe Price Rps, Inc.. The Rose Companies Employer old 401(k) page lists the contacts from every plan filing. Find an old Rose Companies Employer 401(k)
Data from the public Form 5500 annual reports Rose Companies Employer 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 Companies Employer. Not financial advice. Report a correction · Methodology