# Rogue Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/rogue-credit-union-401k-plan

> Rogue Credit Union's 401(k) plan: 627 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rogue Credit Union

- **Sponsor EIN:** 930491115

- **Sponsor Address:** 1370 CENTER DRIVE, MEDFORD, OR, 97501

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

- **Total Participants:** 627

- **Total Assets:** $53.2M

## 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|627|$53.2M|$2.1M|$2.9M|

| 2023|630|$45.3M|$2.0M|$2.6M|

| 2022|617|$38.7M|$1.7M|$2.4M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$58,297|—|$58,297|

| FREEDOM FIDUCIARIES LLC|INVESTMENT ADVISOR|$42,228|—|$42,228|

| JONES AND ROTH, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FREEDOM FIDUCIARIES LLC](https://planprovider.pro/provider/freedom-fiduciaries-llc) — INVESTMENT ADVISOR

- [JONES AND ROTH, PC](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,525

- **Estimated Expense Ratio:** 0.189% 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|$100,525|$43,714|$56,811|—|—|

| 2023|$30,364|$30,364|—|—|—|

| 2022|$114,488|—|$114,488|—|—|

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