Form 5500 Search

ROSE FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
32
Active participants
8,630
Total plan assets
$227.5M
Filings (rows)
32
Direct comp
$182K
Indirect comp
$54K
Aggregating 2 name variants under "ROSE FINANCIAL"

SERVICES PROVIDED

TPA / Administrator26
Other5
Advisor / Consultant1

Top plans served

All 32 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
INDIANA AUTOMOTIVE FASTENERS, INC.
INDIANA AUTOMOTIVE FASTENERS, INC. TEAM MEMBERS 401(K) PLAN
GREENFIELD, IN
TPA / Administrator
TPA
877$20.3M
INDIANA AUTOMOTIVE FASTENERS, INC.
INDIANA AUTOMOTIVE FASTENERS, INC. TEAM MEMBERS 401(K) PLAN
GREENFIELD, IN
TPA / Administrator
TPA
797$16.8M
ALCOM, LLC
ALCOM, LLC 401(K) PLAN
WINSLOW, ME
TPA / Administrator
THIRD PARTY ADMINISTRATOR
961$15.6M$37K
INDIANA AUTOMOTIVE FASTENERS, INC.
INDIANA AUTOMOTIVE FASTENERS, INC. TEAM MEMBERS 401(K) PLAN
GREENFIELD, IN
TPA / Administrator
TPA
775$13.4M$120
SOUTH JERSEY GLASS CO, INC.
SOUTH JERSEY GLASS CO, INC. 401(K) PLAN
VINELAND, NJ
TPA / Administrator
THIRD PARTY ADMINISTRATOR
162$12.6M$2K
BILL WILSON CENTER
BILL WILSON CENTER RETIREMENT PLAN III
SANTA CLARA, CA
TPA / Administrator
TPA
312$10.1M$8K
TRENTON MEDICAL CENTER INC.
PALMS MEDICAL GROUP 401K PLAN
HIGH SPRINGS, FL
TPA / Administrator
TPA
241$9.8M$1K
ALFRED STEIN, INC. DBA KEYSTONE MOTORS
KEYSTONE MOTORS 401(K) PLAN
DOYLESTOWN, PA
TPA / Administrator
TPA
108$9.0M$2K
WESTMOOR MANUFACTURING COMPANY
WESTMOOR MANUFACTURING COMPANY PROFIT SHARING PLAN AND TRUST
FORT WORTH, TX
TPA / Administrator
TPA
98$8.9M$2K
BILL WILSON CENTER
BILL WILSON CENTER RETIREMENT PLAN III
SANTA CLARA, CA
TPA / Administrator
TPA
219$8.8M$4K
WESTMOOR MANUFACTURING COMPANY
WESTMOOR MANUFACTURING COMPANY PROFIT SHARING PLAN AND TRUST
FORT WORTH, TX
TPA / Administrator
TPA
121$8.8M$1K
NATURAL RETREATS US LLC
NATURAL RETREATS 401(K) PLAN
CHARLOTTESVILLE, VA
Advisor / Consultant
THIRD PARTY ADVISORY
359$8.5M$3K
PROSPECT EDUCATION
PROSPECT EDUCATION 401(K) PLAN
RENO, NV
TPA / Administrator
TPA
287$7.9M$1K
ALFRED STEIN, INC. DBA KEYSTONE MOTORS
KEYSTONE MOTORS 401(K) PLAN
DOYLESTOWN, PA
TPA / Administrator
TPA
98$7.6M$2K
OFFICE THREE SIXTY, INC.
OFFICE360 401(K) PLAN
INDIANAPOLIS, IN
TPA / Administrator
THIRD PARTY ADMINISTRATOR
155$7.2M$0
NATURAL RETREATS US LLC
NATURAL RETREATS 401(K) PLAN
CHARLOTTESVILLE, VA
Other
THIRD-PARTY ADMINISTRATOR
498$6.9M$7K
PRODUCTIVE EDGE, LLC
PRODUCTIVE EDGE 401(K) PLAN
CHICAGO, IL
TPA / Administrator
TPA
87$6.8M$1K
PRODUCTIVE EDGE, LLC
PRODUCTIVE EDGE 401(K) PLAN
CHICAGO, IL
TPA / Administrator
TPA
39$6.7M$2K
BARNALLEN TECHNOLOGIES, INC.
BARNALLEN TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
ROCKVILLE, MD
TPA / Administrator
THIRD PARTY ADMINISTRATOR
156$6.6M$6K
ALFRED STEIN, INC. DBA KEYSTONE MOTORS
KEYSTONE MOTORS 401(K) PLAN
DOYLESTOWN, PA
TPA / Administrator
TPA
92$6.6M$1K
BARNALLEN TECHNOLOGIES, INC.
BARNALLEN TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
ROCKVILLE, MD
TPA / Administrator
THIRD PARTY ADMINISTRATOR
138$6.4M$6K
PRODUCTIVE EDGE, LLC
PRODUCTIVE EDGE 401(K) PLAN
CHICAGO, IL
TPA / Administrator
TPA
86$4.9M$585
PARAS HARSHAWAT, MD
HARSHA BEHAVIORAL CENTER 401(K) PLAN
TERRE HAUTE, IN
TPA / Administrator
TPA
223$3.6M$4K
BAYLOR TRUCKING, INC.
BAYLOR TRUCKING, INC. 401(K) PROFIT SHARING PLAN
MILAN, IN
Other
77$2.9M$5K
PARAS HARSHAWAT, MD
HARSHA BEHAVIORAL CENTER 401(K) PLAN
TERRE HAUTE, IN
TPA / Administrator
TPA
332$2.9M$9K
PARAS HARSHAWAT, MD
HARSHA BEHAVIORAL CENTER 401(K) PLAN
TERRE HAUTE, IN
TPA / Administrator
TPA
146$2.7M$4K
WACHUSETT VENTURES
WACHUSETT HEALTHCARE 401(K) PLAN
NORTH EASTON, MA
Other
OTHER SERVICES
225$2.5M$0
MAPLESOX CORP
TECHNICAL-LINK N. AMERICA 401(K) SAVINGS PLAN
LAKE WORTH, FL
Other
5
98$1.5M$360
CHICAGO PAINTING, INC
CHICAGO PAINTING, INC. 401(K) PLAN
LAS VEGAS, NV
TPA / Administrator
TPA AT TIME OF FEE
119$1.2M$57K
MASSAGE JMSRX INC
MASSAGE ENVY JMSRX INC 401(K) PLAN
PENSACOLA, FL
TPA / Administrator
TPA
744$183K$180
ZECK MOTOR COMPANY
ZECK MOTOR COMPANY 401(K) PLAN
LEAVENWORTH, KS
Other
SERVICE PROVIDER
0$0$9K
DNB HOLDINGS, INC
DNB HOLDINGS, INC. 401K PLAN & TRUST
CLAYTON, IN
TPA / Administrator
THIRD PARTY ADMINISTRATOR
0$0$9K
ROSE FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search