Plan Snapshot
- Plan Sponsor: Rogers Group, INC.
- Sponsor EIN: 351418333
- Sponsor Address: 421 GREAT CIRCLE ROAD, NASHVILLE, TN, 37228
- Plan Type: 401(k)
- Total Participants: 3,037
- Total Assets: $205.9M
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 | 3,037 | $205.9M | $10.8M | $14.5M |
| 2023 | 2,763 | $179.4M | $9.6M | $12.7M |
| 2022 | 2,676 | $154.3M | $8.8M | $11.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $30,060 | — | $30,060 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,060
- Estimated Expense Ratio: 0.015% 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 | $222,575 | $14,673 | — | $30,060 | — |
| 2023 | $138,555 | $8,816 | $18,575 | — | — |
| 2022 | $42,740 | — | — | — | $8,325 |