# Rogers Machinery Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rogers-machinery-company-inc-930367459-001

> Rogers Machinery Company, INC.'s 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nwps) — Recordkeeper

- [SHANNON & ASSOCIATES](https://planprovider.pro/provider/shannon-and-associates-llp) — Auditor

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [HUMAN INVESTING](https://planprovider.pro/provider/human-interest-inc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rogers-machinery-company-inc-930367459-001)

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