# Rogers Foam Corporation 401(k) Plan
Source: https://planprovider.pro/companies/rogers-foam-corporation-401k-plan

> Rogers Foam Corporation's 401(k) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rogers Foam Corporation

- **Sponsor EIN:** 042042125

- **Sponsor Address:** 20 VERNON ST, SOMERVILLE, MA, 02145

- **Plan Type:** 401(k)

- **Total Participants:** 373

- **Total Assets:** $63.4M

## 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|373|$63.4M|$3.9M|$1.6M|

| 2023|350|$53.4M|$2.1M|$1.5M|

| 2022|341|$46.1M|$2.9M|$1.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$56,914|—|$56,914|

| CAPFINANCIAL PARTNERS|INVESTMENT ADVISOR|$30,736|—|$30,736|

| LITMAN|ACCOUNTANT|$13,000|—|$13,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,819|—|$9,819|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $110,469

- **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|

| 2024|$110,469|$9,819|—|$13,000|—|

| 2023|$74,016|$27,974|—|—|—|

| 2022|$84,115|$7,822|—|—|—|

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