# Rogers Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rogers-group-inc-401k-plan

> Rogers Group, INC.'s 401(k) plan: 3,037 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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