Plan Ledger DOL Form 5500 · updated monthly

M Rogers Inc & Subsidiary401(k)

M ROGERS INC & SUBSIDIARY 401(K) PROFIT SHARING PLAN & TRUST · MOUND CITY, MO · plan year 2024

Employer contribution per participant · 2024
$1,494

M Rogers Inc & Subsidiary's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $6,764,638 across 194 participant accounts, with employer contributions averaging $1,494 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Missouri (992nd of 1,393), and 3,302nd of 5,215 in retail trade. In 2024, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,764,638
Participants with balances194
Active participants129
Employer contributions$192,665
Employee contributions$567,932
Employer contribution per active participant$1,494
Average account balance$34,869
Benefits paid to participants$18,880
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$6.8M · 194 accts · $193K emplr
2023$6.0M · 185 accts · $196K emplr
The M Rogers Inc & Subsidiary 401(k) match · 2024
Employer contribution per active participant$1,494
Median for plans this size$1,313
2024$1,494 per active participant
2023$1,510 per active participant

M Rogers Inc & Subsidiary's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20242
401GO, INC. · Recordkeeping · Loan processing$18,880
PRIME CAPITAL INVESTMENT ADVISORS · Investment advisory (participants)$11,936

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024401GO, INC.
2023Paychex

This plan has changed recordkeepers within these filings. If you left M Rogers Inc & Subsidiary before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024Not separately reported
2023$23,175 · 0.46%
Similar plansRetail Trade · Missouri
Wm. a. Straub, Inc. MO$8.2M · 0.71%
Scrubs & Beyond LLC MO$8.0M · 0.21%
Midwest Petroleum Company MO$6.8M · 0.27%
Bob Sight Ford, Inc. MO$6.5M · 0.04%
Woods Supermarket, Inc. MO$6.4M · 0.93%
Grd 2033, Inc. MO$6.2M · 0.59%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431179020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.