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Original filing (PDF)20251015142636NAL0009724354001
THE ROSADO GROUP
Form 5500
FILING_RECEIVED
THE ROSADO GROUP 401K PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
147
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ROSADO GROUP.
Plan sponsor
Name
THE ROSADO GROUP
EIN
23-2575176
Address
500 ROUTES 6 AND 209 · PO BOX M · MILFORD, PA · 18337
Phone
(570) 677-0073
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WALSH & DICKINSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $3K | — |
Investments
30 direct securities · 1 pooled fund· $6.6M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$6.6M
30 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $1.0M | 15.0% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $938K | 13.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $619K | 9.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $478K | 7.1% | |
| JANUS HEND BALANCED FUND - A | Registered Investment Companies | — | — | $443K | 6.6% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $376K | 5.6% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $356K | 5.3% | |
| JPMORGAN SMARTRETIRE 2045 - A | Registered Investment Companies | — | — | $331K | 4.9% | |
| JANUS HENDERSON TRITON A | Registered Investment Companies | — | — | $315K | 4.7% | |
| JPMORGAN SMARTRETIRE 2035 - A | Registered Investment Companies | — | — | $174K | 2.6% | |
| CLEARBRIDGE GROWTH FUND - A | Registered Investment Companies | — | — | $167K | 2.5% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $150K | 2.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $142K | 2.1% | |
| JPMORGAN SMARTRET INC -A 76 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $142K | 2.1% | |
| TCW SECURITIZED BOND N | Registered Investment Companies | — | — | $127K | 1.9% | |
| FIRST EAGLE GLOBAL FUND A | Registered Investment Companies | — | — | $126K | 1.9% | |
| LORD ABBETT MID CAP STOCK A | Registered Investment Companies | — | — | $108K | 1.6% | |
| TOUCHSTONE DIV EQUITY A | Registered Investment Companies | — | — | $102K | 1.5% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $86K | 1.3% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $83K | 1.2% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $77K | 1.1% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $73K | 1.1% | |
| INVESCO REAL ESTATE - A | Registered Investment Companies | — | — | $42K | 0.6% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $34K | 0.5% | |
| FRANKLIN INCOME FUND - A1 | Registered Investment Companies | — | — | $20K | 0.3% | |
| FRANKLIN MUT GLB DISC - A | Registered Investment Companies | — | — | $17K | 0.3% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $16K | 0.2% | |
| JPMORGAN SMARTRETIRE 2025 - A | Registered Investment Companies | — | — | $12K | 0.2% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $9K | 0.1% | |
| MACQUARIE HIGH INCOME Y | Registered Investment Companies | — | — | $4K | <0.1% | |
| INV STABLE VALUE RETIREMENT 4 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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