# Rogers Mechanical Contractors LLC 401(k) Plan
Source: https://planprovider.pro/companies/rogers-mechanical-contractors-llc-401k-plan

> Rogers Mechanical Contractors LLC's 401(k) plan: 993 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rogers Mechanical Contractors LLC

- **Sponsor EIN:** 581978419

- **Sponsor Address:** 394 EAST DRIVE, MELBOURNE, FL, 32904

- **Plan Type:** 401(k)

- **Total Participants:** 993

- **Total Assets:** $21.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|993|$21.4M|$1.6M|$2.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$57,786|—|$57,786|

| NFP RETIREMENT INC|ADVISOR|$36,606|—|$36,606|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $94,392

- **Estimated Expense Ratio:** 0.442% 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|$94,392|$36,606|—|—|—|

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