Department of Labor filing

THE BOARD OF DIRECTORS OF THE ROUSE ESTATE

ROUSE ESTATE 403(B) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jan 19, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

33filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$241

Reported employer contributions per active participant.

Higher than about 13% of comparable plans

#People in the filing

348

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$22 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 82% of comparable plans

↗Investment performance

Not available

Plan assets changed -7.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202433out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions13th percentileTypical peer $799 · based on 430 comparable plans

Lower reported administrative expense82nd percentileTypical peer $93 · based on 456 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, THE BOARD OF DIRECTORS OF THE ROUSE ESTATE reported $83,967 in employer contributions across the plan and 348 active participants. That works out to $241 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 18.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 105.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context33/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $83,967
Participant contributions: $313,916
Other contributions: $29,082
Employer share of reported contributions: 21.1%
Beginning assets: $7,072,902
Ending assets: $6,577,656
Ending net assets: $6,577,656
Ending liabilities: $0
Total income: $1,344,732
Total expenses: $1,839,978
Administrative expenses: $9,278
Participant loans: $74,876

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$204

2023

$243

2024

$241

Plan-paid administrative expenses per participant

2022

$11

2023

$16

2024

$22

Active participants

2022

375

2023

330

2024

348

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$241	348	6.6M	20260119141907NAL0001866529001
2023	$243	330	7.1M	20241015144554NAL0014874643004
2022	$204	375	6.9M	20231016101913NAL0050251600001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 256002687-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1996
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2M2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
AMERICAN CENTURY	2024	Not reported	unknown
DIAMOND HILL FUNDS	2024	Not reported	unknown
DIMENSIONAL FUND ADVISORS	2024	Not reported	unknown
FEDERATED INVESTORS	2024	Not reported	unknown
HARDING LOEVNER	2024	Not reported	unknown
JP MORGAN	2024	Not reported	unknown
T. ROWE PRICE	2024	Not reported	unknown
THE VANGUARD GROUP	2024	Not reported	unknown
VICTORY PORTFOLIOS	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260119141907NAL0001866529001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗