# Rogers, Lovelock & Fritz, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rogers-lovelock-fritz-inc-401k-plan

> Rogers, Lovelock & Fritz, INC.'s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CERTIFIED ADVISORY CORP|INVESTMENT ADVISOR|$60,028|—|$60,028|

| CERTIFIED BENEFITS CORP|TPA AND RECORDKEEPER|$49,890|—|$49,890|

| STAMBAUGH NESS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CERTIFIED ADVISORY CORP](https://planprovider.pro/provider/certified-advisory-corp) — INVESTMENT ADVISOR

- [STAMBAUGH NESS, INC.](https://planprovider.pro/provider/stambaugh-ness-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $109,918

- **Estimated Expense Ratio:** 0.272% 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|$109,917|$60,028|$4,726|—|—|

| 2023|$96,963|$50,206|$6,430|—|—|

| 2022|$103,469|$55,614|$47,855|—|—|

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