Rosewood Corporate Investments, Llc 401(k) Plan: Login, Facts & Contact Information
Rosewood Corporate Investments, Llc 401(k) Login
201 former Rosewood Corporate Investments, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Rosewood Corporate Investments, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 16, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $719,754 went into the plan in contributions, $231,586 of it from the employer (32%).
- $497,432 was paid out to participants.
- Investment and other income added $307,699.
- Administrative expenses were $18,671, about $62 per account.
How the Rosewood Corporate Investments, Llc 401(k) changed, 2018–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 84 | $66,716 | — | — |
| 2019 | 359 | $447,917 | $30,858 | $22,774 |
| 2020 | 280 | $894,449 | $145,476 | $125,607 |
| 2021 | 341 | $1.37 million | $163,981 | $233,737 |
| 2022 | 480 | $1.61 million | $205,941 | $166,881 |
| 2024 | 311 | $2.74 million | $231,586 | $497,432 |
Rosewood Corporate Investments, Llc 401(k) Contact Information
Questions about the Rosewood Corporate Investments, Llc 401(k)
Does Rosewood Corporate Investments, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $231,586, 32% of all contributions.
Does the Rosewood Corporate Investments, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Rosewood Corporate Investments, Llc 401(k) plan?
311 participants at the start of plan year 2024, 113 of them active employees, and 201 former employees who still had money in the plan.
What is the average 401(k) balance at Rosewood Corporate Investments, Llc?
About $9,119 per account: $2.74 million in plan assets across 301 accounts with a balance at the end of plan year 2024.
Who manages the Rosewood Corporate Investments, Llc 401(k) accounts?
T. Rowe Price (listed on the filing as CHARTER WEALTH MANAGEMENT) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Rosewood Corporate Investments, Llc. How do I access my 401(k)?
Your account stays with T. Rowe Price 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.