# Rogers Townsend LLC 401(k) Plan
Source: https://planprovider.pro/companies/rogers-townsend-llc-401k-plan

> Rogers Townsend LLC's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rogers Townsend LLC

- **Sponsor EIN:** 843950218

- **Sponsor Address:** P.O. BOX 100200, COLUMBIA, SC, 292023200

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

- **Total Participants:** 105

- **Total Assets:** $11.9M

## 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.|

| 2024|105|$11.9M|$226,263|$478,484|

| 2023|79|$14.9M|$209,989|$457,474|

| 2022|67|$14.2M|$194,098|$447,756|

## 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|

| SCOTT AND COMPANY LLC|Independent Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCOTT AND COMPANY LLC](https://planprovider.pro/provider/scott-and-company-llc) — Independent 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|—|—|—|—|—|

| 2023|$56,847|$20,000|—|—|—|

| 2022|$110,198|$97,872|$12,326|—|—|

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