Retirement plan

ROSIE'S PLACE, INC. RETIREMENT PLAN

Name: ROSIE'S PLACE, INC. - ROSIE'S PLACE, INC. RETIREMENT PLAN (2025) Form 5500
Creator: ROSIE'S PLACE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROSIE'S PLACE, INC. RETIREMENT PLAN, ROSIE'S PLACE, INC.

ROSIE'S PLACE, INC.EIN 04-2582187Plan #002PY 2025

889 HARRISON AVE. - BOSTON, MA 02118617-442-9322rosiesplace.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.1M

+21.4% from 2024

Total participants

116

-4.9% from 2024

Average account balance

$77,351

+22.7% from 2024

Annual return

15.07%

+1.39 pp from 2024

Benchmarks

See 740 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort740 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.12M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$77K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$921K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6955

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2L2M2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$640K

$5980 / participant

Other / not subdivided$640K100.0%

% of EOY assets

8.991%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,351

$46,688+65.7%

$189,758-59.2%

$69,733+10.9%

Participation rate

77.6%

61.7%+15.9pp

79.8%-2.2pp

62.5%+15.1pp

Annual return

15.07%

14.35%+0.7pp

52.62%-37.5pp

15.22%-0.1pp

Employer contribution / active EE

$4,884

$1,695+188.2%

$4,767+2.5%

$2,250+117.0%

Participant deferral / active EE

$3,726

$2,143+73.9%

$5,856-36.4%

$3,054+22.0%

Admin fee / account holder

$6,955

$1,700+309.0%

$20,388-65.9%

$3,102+124.2%

ROSIE'S PLACE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROSIE'S PLACE, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion