Roger Rosen signed Rosen Publishing Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rosen Publishing Group Inc.'s EIN is 13-3129750.
Download the official 2024 Form 5500 (PDF) for Rosen Publishing Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rosen Publishing Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 13-3646501 | BUFFALO, NY | RECORDKEEPER | $592 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | 81-4671791 | — | INVESTMENT ADVISOR | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.0M | 99.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 16.2% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $830K | 8.3% | |
| MONEY MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $743K | 7.4% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $549K | 5.5% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $548K | 5.5% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $547K | 5.4% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $533K | 5.3% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $483K | 4.8% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $342K | 3.4% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $342K | 3.4% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $255K | 2.5% | |
| PUTNAM SMALL CAP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $242K | 2.4% | |
| PIMCO INCOME FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $237K | 2.4% | |
| JPMORGAN EMERGING MARKETS EQ JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $210K | 2.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $196K | 2.0% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $194K | 1.9% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $193K | 1.9% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $178K | 1.8% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $165K | 1.6% | |
| FEDERATED TOTAL RETURN BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $160K | 1.6% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $127K | 1.3% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $110K | 1.1% | |
| T. ROWE PRICE DIVIDEND GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $109K | 1.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $108K | 1.1% | |
| FRANKLIN GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $104K | 1.0% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $99K | 1.0% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $87K | 0.9% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $84K | 0.8% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $77K | 0.8% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $74K | 0.7% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $73K | 0.7% | |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $60K | 0.6% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $46K | 0.5% | |
| FRANKLIN UTILITIES FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $39K | 0.4% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $38K | 0.4% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $29K | 0.3% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $25K | 0.2% | |
| [Assets held in participant loans] | Other | — | — | $18K | 0.2% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| PIMCO INTL BOND USD-HEDGED JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $880 | <0.1% | |
| INVESCO DISCOVERY MID CAP GROW JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $129 | <0.1% | |
| DFA INTERMEDIATE GOV FIXED INC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $66 | <0.1% |
