Plan Snapshot
- Plan Sponsor: Rodgers Consulting, INC
- Sponsor EIN: 520955929
- Sponsor Address: 19847 CENTURY BLVD STE 200, GERMANTOWN, MD, 208747202
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $27.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 106 | $27.6M | $485,351 | $1.2M |
| 2023 | 104 | $24.6M | $400,000 | $1.1M |
| 2022 | 102 | $21.7M | $400,000 | $990,486 |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | $41,309 | $3 | $41,312 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $25,433 | — | $25,433 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,745
- Estimated Expense Ratio: 0.242% 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 | $66,742 | $41,309 | $25,433 | — | — |
| 2023 | $68,895 | $42,111 | $26,784 | — | — |
| 2022 | $68,731 | $40,897 | $27,834 | — | — |