# Rogers Towers, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/rogers-towers-p-a-401k-plan-003

> Rogers Towers, P.A.'s 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rogers Towers, P.A.

- **Sponsor EIN:** 591638577

- **Sponsor Address:** 1301 RIVERPLACE BOULEVARD, JACKSONVILLE, FL, 32207

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

- **Total Participants:** 117

- **Total Assets:** $52.2M

## 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|117|$52.2M|$1.1M|$1.3M|

| 2023|127|$46.0M|$894,487|$1.4M|

## 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|

| NEWPORT CONSULTING GROUP|NONE|$40,149|—|$40,149|

| T ROWE PRICE RPS INC|NONE|$28,186|—|$28,186|

| ENNIS, PELLUM & ASSOCIATES, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ENNIS, PELLUM & ASSOCIATES, CPAS](https://planprovider.pro/provider/ennis-pellum-and-associates-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,335

- **Estimated Expense Ratio:** 0.131% 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|$68,329|—|—|—|—|

| 2023|$93,179|$65,467|—|—|—|

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