Retirement plan

PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

Name: ROSE LAW FIRM - PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION (2025) Form 5500
Creator: ROSE LAW FIRM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION, ROSE LAW FIRM

ROSE LAW FIRMEIN 71-0438614Plan #001PY 2025

120 EAST FOURTH STREET - LITTLE ROCK, AR 72201501-375-9131roselawfirm.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$16.3M

+11.3% from 2024

Total participants

+2.2% from 2024

Average account balance

$171,410

+7.8% from 2024

Annual return

15.91%

+0.93 pp from 2024

Benchmarks

See 11,128 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort11,128 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.28M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20710

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 codes2E2F2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$2.0M

$25552 / participant

Other / not subdivided$2M100.0%

% of EOY assets

12.082%

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

$171,410

$106,524+60.9%

$152,301+12.5%

$87,485+95.9%

Participation rate

100.0%

75.8%+24.2pp

82.4%+17.6pp

68.9%+31.1pp

Annual return

15.91%

26.89%-11.0pp

80.50%-64.6pp

26.06%-10.2pp

Employer contribution / active EE

$5,462

$3,371+62.0%

$4,624+18.1%

$2,596+110.4%

Participant deferral / active EE

$10,523

$6,525+61.3%

$8,004+31.5%

$4,274+146.2%

Admin fee / account holder

$20,710

$8,287+149.9%

$14,398+43.8%

$7,775+166.4%

PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN OF ROSE LAW FIRM, A PROFESSIONAL ASSOCIATION

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