Plan Ledger DOL Form 5500 · updated monthly

Rogers Group, Inc.401(k)

ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Rogers Group, Inc. reported $222,575 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,563 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 rose from 0.03% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 94th-largest of 1,496 plans among Tennessee employers on file, and the 68th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.34 for every $1.00 the employer contributed; active participation has grown from 2,676 to 3,037 since 2022.

Plan summary
Net assets, end of year$205,903,017
Participants with balances3,487
Active participants3,037
Employer contributions$10,819,804
Employee contributions$14,497,732
Employer contribution per active participant$3,563
Average account balance$59,049
Benefits paid to participants$25,277,575
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$205.9M · 3,487 accts · $10.8M emplr
2023$179.4M · 3,137 accts · $9.6M emplr
2022$154.3M · 2,916 accts · $8.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$177,842
Investment management$14,673
Audit (IQPA)$30,060
Total administrative$222,575
The Rogers Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,563
Median for plans this size$3,635
2024$3,563 per active participant
2023$3,467 per active participant
2022$3,295 per active participant

Rogers Group, Inc.'s 2024 employer contribution ran below the $3,635 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.

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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$192,235
KRAFT CPAS PLLC · Accounting / audit$30,060

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$222,575 · 0.12%
2023$138,555 · 0.08%
2022$42,740 · 0.03%
Same employer
Similar plansMining, Oil & Gas Extraction · Tennessee
Nextier Holding Co. TX$215.4M · 0.30%
U.S. Silica Company TX$215.0M · 0.10%
Denbury Inc. TX$207.4M · 0.04%
Carmeuse Lime, Inc. PA$197.9M · 0.10%
Sm Energy Company CO$190.3M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 351418333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.