Plan Snapshot
- Plan Sponsor: Rogers, Lovelock & Fritz, INC.
- Sponsor EIN: 591873834
- Sponsor Address: 4750 NEW BROAD STREET, ORLANDO, FL, 32814
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $40.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 89 | $40.5M | $540,498 | $1.1M |
| 2023 | 134 | $40.7M | $631,283 | $1.3M |
| 2022 | 148 | $36.3M | $700,210 | $1.3M |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $109,917 | $60,028 | $4,726 | — | — |
| 2023 | $96,963 | $50,206 | $6,430 | — | — |
| 2022 | $103,469 | $55,614 | $47,855 | — | — |