Plan Ledger DOL Form 5500 · updated monthly

Rodgers Consulting, Inc401(k)

RODGERS CONSULTING, INC. 401(K) PROFIT SHARING PLAN · GERMANTOWN, MD · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Rodgers Consulting, Inc reported $66,742 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,579 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.30% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 500th-largest of 1,671 plans among Maryland employers on file, and the 4,425th of 11,654 in professional & technical services. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,567,058
Participants with balances132
Active participants106
Employer contributions$485,351
Employee contributions$1,170,630
Employer contribution per active participant$4,579
Average account balance$208,841
Benefits paid to participants$1,885,138
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 132 accts · $485K emplr
2023$24.6M · 129 accts · $400K emplr
2022$21.7M · 125 accts · $400K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,433
Investment management$41,309
Total administrative$66,742
The Rodgers Consulting, Inc 401(k) match · 2024
Employer contribution per active participant$4,579
Median for plans this size$2,416
2024$4,579 per active participant
2023$3,846 per active participant
2022$3,922 per active participant

Rodgers Consulting, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$41,309
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$25,433

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

Administrative cost history3
2024$66,742 · 0.26%
2023$68,895 · 0.30%
2022$68,731 · 0.30%
Similar plansProfessional & Technical Services · Maryland
Semmes, Bowen & Semmes MD$29.3M · 0.50%
Spalding Consulting, Inc. MD$28.3M · 0.36%
Db Consulting Group, Inc. MD$28.2M · 0.07%
CRISIS24, Inc. MD$28.2M · 0.34%
Rlj Lodging Trust, L.P. MD$27.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520955929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.