Plan Snapshot
- Plan Sponsor: Rogers Blue Jays Baseball Partnership
- Sponsor EIN: 980338956
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 301
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 301 | $33.7M | $0 | $0 |
| 2024 | 279 | $28.9M | $1.3M | $1.3M |
| 2023 | 182 | $26.4M | $1.2M | $1.1M |
| 2022 | 167 | $23.6M | $1.0M | $1.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $58,717 | — | $58,717 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,717
- Estimated Expense Ratio: 0.174% 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 |
|---|---|---|---|---|---|
| 2025 | $2,362,640 | — | — | — | — |
| 2024 | $63,923 | $11,868 | $12,511 | — | — |
| 2023 | $45,943 | — | $45,568 | — | — |
| 2022 | $105,745 | $35,592 | $47,848 | — | $22,815 |