Plan Snapshot
- Plan Sponsor: Rogers & Tenbrook, INC.
- Sponsor EIN: 161246036
- Sponsor Address: 106 SHULTS STREET, WAYLAND, NY, 14572
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 32 | $7.6M | $111,543 | $66,363 |
| 2023 | 30 | $6.6M | $98,261 | $68,119 |
| 2022 | 29 | $5.7M | $96,552 | $71,948 |