Plan Snapshot
- Plan Sponsor: Rogers Family Office, LLC
- Sponsor EIN: 830439624
- Sponsor Address: 10 CLAY STREET, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 15 | $3.6M | $118,062 | $145,483 |
| 2023 | 14 | $2.9M | $140,174 | $178,724 |
| 2022 | 15 | $2.2M | $135,916 | $151,099 |