# Dale Rogers Training Center INC Health & Welfare Plan
Source: https://planprovider.pro/companies/dale-rogers-training-center-inc-730665454-506

> Dale Rogers Training Center INC's Health & Welfare plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dale Rogers Training Center INC

- **Sponsor EIN:** 730665454

- **Sponsor Address:** 2501 N UTAH AVE, OKLAHOMA CITY, OK, 731071226

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 253

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|253|$1.9M|$562,950|$0|

| 2023|226|$1.7M|$566,204|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BENEFIT SOURCE, INC|Recordkeeper|$44,509|—|$44,509|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,509

- **Estimated Expense Ratio:** 2.369% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$44,624|—|$44,509|—|—|

| 2023|$42,401|—|$42,401|—|—|

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