# Rogerson Communities 401(k) Plan
Source: https://planprovider.pro/companies/rogerson-communities-401k-plan

> Rogerson Communities's 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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