Plan Snapshot
- Plan Sponsor: Rogers Jewelry Company
- Sponsor EIN: 941110764
- Sponsor Address: 1408 10TH ST, MODESTO, CA, 95354
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $11.4M
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. |
|---|---|---|---|---|
| 2025 | 95 | $11.4M | $0 | $0 |
| 2024 | 106 | $10.4M | $0 | $0 |
| 2023 | 98 | $8.5M | $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 |
|---|---|---|---|---|
| PRIEST AMISTADI | Auditor | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIEST AMISTADI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 0.074% 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 |
|---|---|---|---|---|---|
| 2025 | $40,577 | $3 | $1,400 | $8,500 | — |
| 2024 | $31,580 | — | $1,000 | $8,000 | — |
| 2023 | $13,392 | $8,000 | $5,392 | — | — |