# Rogers Family Office, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rogers-family-office-llc-401k-plan

> Rogers Family Office, LLC's 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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