# M Rogers INC & Subsidiary 401(k) Plan
Source: https://planprovider.pro/companies/m-rogers-inc-subsidiary-401k-plan

> M Rogers INC & Subsidiary's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M Rogers INC & Subsidiary

- **Sponsor EIN:** 431179020

- **Sponsor Address:** 607 STATE ST, MOUND CITY, MO, 64470

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|129|$6.8M|$192,665|$567,932|

| 2023|130|$6.0M|$196,351|$487,163|

| 2022|114|$4.1M|$164,710|$362,686|

## 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|

| 401GO, INC.|CONTRACT ADMINISTRATOR|$18,880|—|$18,880|

| PRIME CAPITAL INVESTMENT ADVISORS|ADVISOR|$11,936|—|$11,936|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [401GO, INC.](https://planprovider.pro/provider/401go) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,816

- **Estimated Expense Ratio:** 0.456% 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|—|—|—|—|—|

| 2023|$23,175|$10,472|$823|—|—|

| 2022|$19,925|$9,400|$10,525|—|—|

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