Plan Snapshot
- Plan Sponsor: Rogerson Communities
- Sponsor EIN: 042104319
- Sponsor Address: 1 FLORENCE ST, BOSTON, MA, 021313638
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 308 | $10.8M | $383,887 | $694,689 |
| 2023 | 220 | $9.9M | $371,294 | $732,949 |
| 2022 | 199 | $9.2M | $310,002 | $654,081 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONRACT ADMINISTRATOR | $16,607 | — | $16,607 |
| FREEMAN RETIREMTENT PLAN CONS | TPA ADMINISTRATOR | $9,363 | $4,766 | $14,129 |
| CETERA ADVISOR NETWORKS LLC | INVESTMENT ADVISOR | — | $13,714 | $13,714 |
| KAHN, LITWIN, REBZA AND CO., LTD. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,450
- Estimated Expense Ratio: 0.412% 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 | $16,605 | — | $16,605 | — | — |
| 2023 | $12,121 | — | $12,121 | — | — |
| 2022 | $10,664 | — | $10,664 | — | — |