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Form 5500 · Retirement plan · EAGAN, MN

ROSEN'S DIVERSIFIED, INC.

The filing calls this plan ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN.

ROSEN'S DIVERSIFIED, INC. of EAGAN, MN's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1224625 · plan 002 · plan year 2025, filed Sep 17, 2026

Participants at the start of the year
4,384
Contracts on file
1
Contract value
$22,275,480
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

The contracts held $22,275,480 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC3,985December$22,275,480$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ROSEN'S DIVERSIFIED, INC.
EIN 41-1224625
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$275,602
paid directly by the plan
SAGEVIEW ADVISOR GROUP
INVESTMENT ADVISORY · EIN 33-0818667
$11,250
paid directly by the plan
EIDE BAILLY LLP
Accounting and audit · EIN 45-0250952
$6,300
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$234,974,530
Paid out in benefits
$27,738,002
Participants at the start of the year
4,384
Participants with account balances
2,513

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 45-0250958
EIDE BAILLY, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$6,300

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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