Plan Snapshot
- Plan Sponsor: Rogers-O'Brien Construction Company, LLC
- Sponsor EIN: 680588178
- Sponsor Address: 1901 REGAL ROW, DALLAS, TX, 75235
- Plan Type: 401(k)
- Total Participants: 538
- Total Assets: $57.7M
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 | 538 | $57.7M | $1.5M | $4.4M |
| 2023 | 501 | $49.3M | $1.4M | $4.0M |
| 2022 | 496 | $39.6M | $1.2M | $3.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,143 | $22,748 | — | — | — |
| 2023 | $72,351 | $53 | — | — | — |
| 2022 | $133,054 | — | $12,404 | — | $120,650 |