Edward Rose & Sons 401(k) Plan: Login, Facts & Contact Information
Edward Rose & Sons 401(k) Login
543 former Edward Rose & Sons employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2022 filing.
Edward Rose & Sons 401(k) Plan Facts
Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 16, 2023. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2022
- $10.4 million went into the plan in contributions, $2.49 million of it from the employer (24%).
- $7.84 million was paid out to participants.
- Administrative expenses were $215,667, about $92 per account.
How the Edward Rose & Sons 401(k) changed, 2017–2022
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2017 | 1,996 | $56.6 million | $1.61 million | $4.24 million |
| 2018 | 2,150 | $54.7 million | $1.82 million | $5.52 million |
| 2019 | 2,393 | $66.5 million | $1.81 million | $7.39 million |
| 2020 | 2,468 | $76.4 million | $2.05 million | $8.72 million |
| 2021 | 2,348 | $88.4 million | $2.28 million | $7.39 million |
| 2022 | 2,520 | $75.4 million | $2.49 million | $7.84 million |
Edward Rose & Sons 401(k) Contact Information
Questions about the Edward Rose & Sons 401(k)
Does Edward Rose & Sons contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $2.49 million, 24% of all contributions.
Does the Edward Rose & Sons 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Edward Rose & Sons 401(k) plan?
2,520 participants at the start of plan year 2022, 1,874 of them active employees, and 543 former employees who still had money in the plan.
What is the average 401(k) balance at Edward Rose & Sons?
About $32,197 per account: $75.4 million in plan assets across 2,341 accounts with a balance at the end of plan year 2022.
Who manages the Edward Rose & Sons 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Edward Rose & Sons. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits 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.