Plan Snapshot
- Plan Sponsor: Rogers Group, INC.
- Sponsor EIN: 810745074
- Sponsor Address: 421 GREAT CIRCLE ROAD, NASHVILLE, TN, 37228
- Plan Type: DB
- Total Participants: 138
- Total Assets: $64.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 138 | $64.2M | $0 | $0 |
| 2023 | 153 | $60.6M | $0 | $0 |
| 2022 | 172 | $55.4M | $0 | $0 |
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 | $16,065 | — | $16,065 |
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: $16,065
- Estimated Expense Ratio: 0.025% 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 | $254,573 | $87,500 | — | $16,065 | — |
| 2023 | $514,969 | $70,000 | — | — | — |
| 2022 | $261,220 | — | $81,340 | — | $126,802 |