Plan Snapshot
- Plan Sponsor: Rogers Enterprises, INC.
- Sponsor EIN: 362739487
- Sponsor Address: 20821 SOUTH CICERO AVENUE, MATTESON, IL, 604431201
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $16.1M
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. |
|---|---|---|---|---|
| 2024 | 374 | $16.1M | $170,256 | $673,710 |
| 2023 | 346 | $14.9M | $144,595 | $621,649 |
| 2022 | 364 | $14.0M | $117,877 | $725,211 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $103,112 | — | — | — | — |
| 2023 | $93,756 | $29,321 | $56,716 | — | — |
| 2022 | $89,143 | $32,669 | — | — | — |