Rose Associates, Inc. 401(k) Plan: Login, Facts & Contact Information
Rose Associates, Inc. 401(k) Login
153 former Rose Associates, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Rose Associates, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.48 million went into the plan in contributions, $1.13 million of it from the employer (32%).
- $2.71 million was paid out to participants.
- Investment and other income added $3.11 million.
- Administrative expenses were $7,840, about $16 per account.
How the Rose Associates, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 311 | $15.4 million | $615,415 | $1.78 million |
| 2020 | 310 | $18.3 million | $686,812 | $1.38 million |
| 2021 | 336 | $22.7 million | $772,565 | $959,833 |
| 2022 | 347 | $19.5 million | $880,704 | $2.48 million |
| 2023 | 383 | $24.3 million | $995,291 | $1.84 million |
| 2024 | 420 | $28.1 million | $1.13 million | $2.71 million |
Rose Associates, Inc. 401(k) Contact Information
Questions about the Rose Associates, Inc. 401(k)
Does Rose Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.13 million, 32% of all contributions.
Does the Rose Associates, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Rose Associates, Inc 401(k) plan?
420 participants at the start of plan year 2024, 381 of them active employees, and 153 former employees who still had money in the plan.
What is the average 401(k) balance at Rose Associates, Inc?
About $56,079 per account: $28.1 million in plan assets across 501 accounts with a balance at the end of plan year 2024.
Who manages the Rose Associates, Inc 401(k) accounts?
Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Rose Associates, Inc. How do I access my 401(k)?
Your account stays with Merrill Benefits OnLine 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.