Plan Snapshot
- Plan Sponsor: Rogers Ford Sales, INC.
- Sponsor EIN: 751541576
- Sponsor Address: 4200 WEST WALL STREET, MIDLAND, TX, 79703
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 179 | $14.0M | $266,552 | $978,111 |
| 2023 | 171 | $11.6M | $270,632 | $884,906 |
| 2022 | 168 | $9.4M | $249,115 | $727,257 |
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 |
|---|---|---|---|---|
| STA BENEFITS, LTD | NONE | $41,583 | — | $41,583 |
| STANCORP FINANCIAL GROUP | NONE | $30,102 | — | $30,102 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,685
- Estimated Expense Ratio: 0.513% 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 | $71,686 | $41,583 | $30,103 | — | — |
| 2023 | $62,640 | $29,625 | $33,015 | — | — |
| 2022 | $74,602 | — | $74,602 | — | — |