Catering By Rosemary, Inc. 401(k) Plan: Login, Facts & Contact Information

Catering By Rosemary, Inc. 401(k) Plan Facts

Plan name
THE RK GROUP 401(K) PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
CATERING BY ROSEMARY, INC.
Participants
814 (840 active employees)
Former employees with a balance
111
Plan assets
$9,430,056 at Jun 30, 2025
Average account balance
$25,765 across 366 accounts
Recordkeeper
Newport Group, Inc.
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Feb 1, 1997
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $865,115 went into the plan in contributions.
  • $492,847 was paid out to participants.
  • Investment and other income added $1.06 million.
  • Administrative expenses were $66,505, about $182 per account.

How the Catering By Rosemary, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019723$5.25 million$134,107$295,352
2020798$7.13 million$211,056
2021553$5.94 million$69,961$589,756
2022750$6.40 million$29,277$942,188
2023745$8.08 million$177,529$326,758
2024814$9.43 million$492,847

Catering By Rosemary, Inc. 401(k) Contact Information

Phone
210-223-2680
Mailing address
PO BOX 1361, SAN ANTONIO TX 78295
Plan sponsor
CATERING BY ROSEMARY, INC.
Employer identification number (EIN)
74-1611332
Plan number
001

Questions about the Catering By Rosemary, Inc. 401(k)

Does Catering By Rosemary, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Catering By Rosemary, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Catering By Rosemary, Inc 401(k) plan?

814 participants at the start of plan year 2024, 840 of them active employees, and 111 former employees who still had money in the plan.

What is the average 401(k) balance at Catering By Rosemary, Inc?

About $25,765 per account: $9.43 million in plan assets across 366 accounts with a balance at the end of plan year 2024.

Who manages the Catering By Rosemary, Inc 401(k) accounts?

Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Catering By Rosemary, Inc. How do I access my 401(k)?

Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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