# The Rogosin Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-rogosin-institute-inc-403b-plan-001

> The Rogosin Institute, INC.'s 403(b) plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Rogosin Institute, INC.

- **Sponsor EIN:** 133184198

- **Sponsor Address:** 504-506 EAST 74TH STREET, NEW YORK, NY, 10021

- **Plan Type:** 403(b)

- **Total Participants:** 446

- **Total Assets:** $89.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|446|$89.3M|$1.4M|$2.7M|

| 2023|459|$84.0M|$1.5M|$2.9M|

| 2022|466|$72.9M|$1.3M|$2.6M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$50,998|—|$50,998|

| NEWPORT TRUST COMPANY|TRUSTEE|$13,578|—|$13,578|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,576

- **Estimated Expense Ratio:** 0.072% 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|$64,577|—|$11,383|—|—|

| 2023|$32,901|—|—|—|—|

| 2022|$32,217|—|$32,217|—|—|

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