Plan Ledger DOL Form 5500 · updated monthly

Rogers Benefit Group, Inc.401(k)

ROGERS BENEFIT GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.11%

Rogers Benefit Group, Inc. reported $154,091 in plan administrative expenses for 2022: 0.11% of average plan assets, below the peer median. 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 105th-largest of 1,285 plans among Arizona employers on file, and the 855th of 4,798 in finance & insurance. In 2022, the employer put in $1.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$122,276,424
Participants with balances366
Active participants0
Employer contributions$4,787,107
Employee contributions$3,627,147
Employer contribution per active participant—
Average account balance$334,089
Benefits paid to participants$19,943,161
Plan auditUnmodified (clean) audit opinion
AuditorHOFFMAN & BROBST, PLLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $1K emplr
2022$122.3M · 366 accts · $4.8M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$139,626
Total administrative$154,091
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$154,091 · 0.11%
Similar plansFinance & Insurance · Arizona
Osaic, Inc AZ$353.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411596522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.