Rosen Hyundai Enterprises 401(k) match, vesting and fees
What Rosen Hyundai Enterprises' 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 | Empower Annuity Ins Co of Amer | Schedule C ↗ |
| Independent auditor | Lipschultz, Levin, & Gray, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Rosen Hyundai Enterprises: employer contribution per participant | $1,309 | |
| Peer median | $1,216 |
| Rosen Hyundai Enterprises: average balance | $47,347 | |
| Peer median | $50,590 |
| Rosen Hyundai Enterprises: admin expenses ÷ assets | 1.09% | |
| Peer median | 0.43% |
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 $6.4M at the end of plan year 2023 to $7.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $7.5M | $207K | $1,309 | 1.09% | Not published | Form 5500 ↗ |
| 2023 | 133 | $6.4M | $254K | $1,998 | 0.67% | Not published | Form 5500 ↗ |
Common questions
Does Rosen Hyundai Enterprises match 401(k) contributions?
The match terms for the Rosen Hyundai Enterprises, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $207K in employer contributions, about $1,309 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rosen Hyundai Enterprises 401(k) match vested?
The vesting schedule for the Rosen Hyundai Enterprises, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rosen Hyundai Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins Co of Amer. The plan administrator is Rosen Hyundai Enterprises, LLC.
I left Rosen Hyundai Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rosen Hyundai Enterprises, LLC, (847) 854-6700) or the recordkeeper, Empower Annuity Ins Co of Amer. The Rosen Hyundai Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Rosen Hyundai Enterprises 401(k)
Data from the public Form 5500 annual reports Rosen Hyundai Enterprises filed with the U.S. Department of Labor (plan years 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 Rosen Hyundai Enterprises. Not financial advice. Report a correction · Methodology