Plan Snapshot
- Plan Sponsor: Rogers Machinery Company, INC.
- Sponsor EIN: 930367459
- Sponsor Address: P.O. BOX 230429, PORTLAND, OR, 97281
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 371
- Total Assets: $69.8M
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 | 371 | $69.8M | $2.0M | $2.1M |
| 2023 | 348 | $68.0M | $3.9M | $1.7M |
| 2022 | 353 | $59.9M | $1.7M | $1.6M |
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 |
|---|---|---|---|---|
| NWPS | Recordkeeper | $53,366 | — | $53,366 |
| SHANNON & ASSOCIATES | Auditor | $32,760 | — | $32,760 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $21,503 | — | $21,503 |
| HUMAN INVESTING | Recordkeeper | $17,500 | — | $17,500 |
| RELIANT CONSULTING & RESEARCH | Other Service Provider | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- SHANNON & ASSOCIATES — Auditor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
- HUMAN INVESTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,629
- Estimated Expense Ratio: 0.197% 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 | $137,629 | $12,500 | $53,366 | $32,760 | — |
| 2023 | $118,572 | $10,000 | $56,328 | $15,700 | — |
| 2022 | $108,190 | $10,000 | $60,714 | — | — |