Rogers Group Inc & Its Affiliates Retirement Plan
Sponsored by Rogers Group, Inc. · EIN 810745074 · Plan #002
- Total assets
- $64.2M
- Net assets
- $64.2M
- Active participants
- 138
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services | Actuarial, Recordkeeping, Direct payment from the plan | $151,008 |
| Truist Bank | Investment management, Direct payment from the plan | $87,500 |
| Kraft Cpas | Accounting, Direct payment from the plan | $16,065 |
| Charles Schwab & Co. Inc. | Shareholder servicing fees | $0 |