Plan Snapshot
- Plan Sponsor: S.W. Rodgers Company, INC.
- Sponsor EIN: 541141778
- Sponsor Address: 5816 WELLINGTON ROAD, GAINESVILLE, VA, 20155
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $41.4M
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 | 221 | $41.4M | $540,192 | $1.1M |
| 2023 | 204 | $38.9M | $581,983 | $1.1M |
| 2022 | 235 | $33.1M | $629,956 | $1.2M |
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 |
|---|---|---|---|---|
| YOUNT HYDE AND BARBOUR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT HYDE AND BARBOUR — 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 | $96,034 | $42,000 | — | — | — |
| 2023 | $91,445 | $41,083 | — | — | — |
| 2022 | $83,470 | — | — | — | — |