Plan Snapshot
- Plan Sponsor: Rogers Motors, INC.
- Sponsor EIN: 820296127
- Sponsor Address: 2203 16TH AVENUE, LEWISTON, ID, 83501
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 286
- Total Assets: $12.9M
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. |
|---|---|---|---|---|
| 2025 | 286 | $12.9M | $0 | $0 |
| 2024 | 242 | $10.3M | $392,675 | $971,955 |
| 2023 | 183 | $9.7M | $401,407 | $975,952 |
| 2022 | 187 | $7.7M | $449,343 | $965,774 |
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 |
|---|---|---|---|---|
| DA DAVIDSON & CO | Investment Advisor | $43,845 | — | $43,845 |
| RANDALL & HURLEY, INC. | Other Service Provider | $2,625 | $10,046 | $12,671 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $12,427 | — | $12,427 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,943
- Estimated Expense Ratio: 0.534% 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 |
|---|---|---|---|---|---|
| 2025 | $562,509 | — | — | — | — |
| 2024 | $10,776 | — | — | — | — |
| 2023 | $8,343 | — | — | — | — |
| 2022 | $6,424 | — | — | — | — |