The Rose Financial Group, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Rose Financial Group, LLC is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $37,330 and reported indirect compensation totals $2,904.
Reported compensation summary
- Reported direct compensation
- $37,330
- Reported indirect compensation
- $2,904
- Total reported compensation
- $40,234
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Natural Retreats Us LLC | VA | 1 | $10,064 |
| Dnb Holdings, Inc | IN | 1 | $9,150 |
| Bill Wilson Center | CA | 1 | $7,600 |
| Barnallen Technologies, Inc. | MD | 1 | $5,750 |
| Paras Harshawat, Md | IN | 1 | $3,863 |
| Alfred Stein, Inc. Dba Keystone Motors | PA | 1 | $2,232 |
| Westmoor Manufacturing Company | TX | 1 | $1,575 |
State footprint
Plans reporting The Rose Financial Group, LLC are sponsored in IN (2), CA (1), MD (1), PA (1), TX (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Natural Retreats Us LLC | Natural Retreats 401(K) Plan | 2023 | $7,160 | $2,904 |
| Dnb Holdings, Inc | Dnb Holdings, Inc. 401k Plan & Trust | 2023 | $9,150 | not reported in the loaded dataset |
| Bill Wilson Center | Bill Wilson Center Retirement Plan Iii | 2023 | $7,600 | $0 |
| Barnallen Technologies, Inc. | Barnallen Technologies, Inc. 401(K) Profit Sharing Plan | 2023 | $5,750 | not reported in the loaded dataset |
| Paras Harshawat, Md | Harsha Behavioral Center 401(K) Plan | 2023 | $3,863 | not reported in the loaded dataset |
| Alfred Stein, Inc. Dba Keystone Motors | Keystone Motors 401(K) Plan | 2023 | $2,232 | not reported in the loaded dataset |
| Westmoor Manufacturing Company | Westmoor Manufacturing Company Profit Sharing Plan And Trust | 2023 | $1,575 | not reported in the loaded dataset |
Related Form 5500 pages
- Natural Retreats 401(K) Plan (plan 001)
- Natural Retreats Us LLC — all reported plans
- Dnb Holdings, Inc. 401k Plan & Trust (plan 001)
- Dnb Holdings, Inc — all reported plans
- Bill Wilson Center Retirement Plan Iii (plan 003)
- Bill Wilson Center — all reported plans
- Barnallen Technologies, Inc. 401(K) Profit Sharing Plan (plan 001)
- Barnallen Technologies, Inc. — all reported plans
- Harsha Behavioral Center 401(K) Plan (plan 002)
- Paras Harshawat, Md — all reported plans
- Keystone Motors 401(K) Plan (plan 003)
- Alfred Stein, Inc. Dba Keystone Motors — all reported plans
- Westmoor Manufacturing Company Profit Sharing Plan And Trust (plan 001)
- Westmoor Manufacturing Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources