# Rodgers Builders, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rodgers-builders-inc-401k-plan

> Rodgers Builders, INC.'s 401(k) plan: 285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rodgers Builders, INC.

- **Sponsor EIN:** 560798195

- **Sponsor Address:** 5701 N. SHARON AMITY RD., CHARLOTTE, NC, 28215

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

- **Total Participants:** 285

- **Total Assets:** $68.1M

## 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|285|$68.1M|$2.4M|$3.7M|

| 2023|269|$59.7M|$1.1M|$3.4M|

| 2022|270|$50.5M|$1.1M|$3.2M|

## 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|

| J. RONALD MARTIN, P.A.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|-$3,714|$52,061|—|—|—|

| 2023|$20,475|$61,709|—|—|—|

| 2022|$59,045|—|—|—|—|

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