Plan5500

Rosen'S Diversified 401(K) Retirement Plan — Form 5500 plan (Rosen'S Diversified, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rosen'S Diversified 401(K) Retirement Plan is a benefit plan reported by Rosen'S Diversified, Inc. under EIN 41-1224625 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,284 participants and $188,225,055 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rosen'S Diversified, Inc.
EIN
41-1224625
Plan number
002
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
4,284
End-of-year plan assets
$188,225,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,284H, C20240904160114NAL0044270562001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$188,225,055
Total liabilities (EOY)
$18,369
Net assets (EOY)
$188,206,686
Net assets (BOY)
$167,122,590

Income & contributions

Employer contributions
$6,305,429
Participant contributions
$14,155,394
Total contributions
$21,381,418
Total income / additions
$43,812,340

Expenses & distributions

Benefits paid
$22,390,679
Administrative expenses
$343,410
Total expenses
$22,734,089
Net increase / (decrease)
$21,078,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$287,410$02023
Sageview Advisory GroupINVESTMENT ADVISORY$22,500not reported in the loaded dataset2023
Eide Bailly LlpACCOUNTANT$22,250not reported in the loaded dataset2023
Sageview Advisory Group,INVESTMENT ADVISORY$11,250not reported in the loaded dataset2023

Related Form 5500 pages