Plan Ledger DOL Form 5500 · updated monthly

Rogers Townsend LLC401(k)

ROGERS TOWNSEND LLC RETIREMENT PLAN · COLUMBIA, SC · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

Rogers Townsend LLC reported $56,847 in plan administrative expenses for 2023: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,658 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 1 year on file its reported administrative ratio fell from 0.68% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 334th-largest of 807 plans among South Carolina employers on file, and 6,592nd of 11,654 in professional & technical services. In 2023, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,873,573
Participants with balances111
Active participants79
Employer contributions$209,989
Employee contributions$457,474
Employer contribution per active participant$2,658
Average account balance$133,996
Benefits paid to participants$2,508,175
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT AND COMPANY LLC
Plan history2
Yearassets · accounts · employer contribution
2023$14.9M · 111 accts · $210K emplr
2022$14.2M · 98 accts · $194K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,836
Investment management$20,000
Total administrative$56,847
The Rogers Townsend LLC 401(k) match · 2023
Employer contribution per active participant$2,658
Median for plans this size$2,440
2023$2,658 per active participant
2022$2,897 per active participant

Rogers Townsend LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
LPL FINANCIAL$20,011
MMA SECURITIES LLC · Investment advisory (plan)$20,000
EMPOWER ADVISORY GROUP, LLC · Investment managementindirect comp

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

Administrative cost history2
2023$56,847 · 0.39%
2022$110,198 · 0.68%
Similar plansProfessional & Technical Services · South Carolina
Belimed, Inc. SC$17.6M · 0.42%
Commit Enterprises, Inc. SC$15.5M · 0.51%
Altron, Inc. SC$14.6M · 0.43%
Sib Midco, LLC SC$14.1M · 0.83%
Boomtown Roi, LLC SC$14.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843950218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.