Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › The Rose Financial Group, LLC
The Rose Financial Group, LLC
- Service provider, as named on Schedule C
- EIN 352130755
- Plan year 2024
- Direct compensation reported $66,001
Assets of those plans
$95,417,946
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$66,001
80% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 6 |
| 14 | Plan administrator | 2 |
| 49 | Other services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Indiana Automotive Fasteners, Inc. Team Members 401(k) Plan | Indiana Automotive Fasteners | $20,274,120 | 671 | not reported |
| Alcom, LLC 401(k) Plan | Alcom | $15,617,155 | 962 | $36,625 |
| South Jersey Glass Co, Inc. 401(k) Plan | South Jersey Glass | $12,558,129 | 133 | $1,725 |
| Bill Wilson Center Retirement Plan IIIrecordkeeper | Bill Wilson Center | $10,527,369 | 394 | $8,460 |
| Westmoor Manufacturing Company Profit Sharing Plan and Trustrecordkeeper | Westmoor Manufacturing | $9,638,148 | 77 | $4,401 |
| Natural Retreats 401(k) Planrecordkeeper | Natural Retreats US | $8,511,270 | 322 | $2,750 |
| Productive Edge 401(k) Planrecordkeeper | Productive Edge | $6,674,585 | 85 | $2,025 |
| Barnallen Technologies, Inc. 401(k) Profit Sharing Planrecordkeeper | Barnallen Technologies | $6,416,340 | 225 | $5,700 |
| Harsha Behavioral Center 401(k) Planrecordkeeper | Paras Harshawat MD | $2,679,375 | 158 | $4,315 |
| Wachusett Healthcare 401(k) Plan | Wachusett Ventures | $2,521,455 | 137 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.