Rogers Machinery Company, Inc. 401(k) Profit Sharing Plan
Sponsored by Rogers Machinery Company, Inc. · EIN 930367459 · Plan #001 · Portland, OR
- Total assets
- $69.8M
- Net assets
- $69.7M
- Active participants
- 371
- With balances
- 560
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Human Investing, Llc CRD 133017 | deterministic · 100% | 2024 |
| Reliant Consulting & Research, Inc. CRD 114445 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $53,366 |
| Shannon & Associates | Accounting | $32,760 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $21,503 |
| Human Investing | Investment advisory (participants), Participant communication, Direct payment from the plan | $17,500 |
| Reliant Consulting & Research | Investment advisory (plan), Investment management, Direct payment from the plan | $12,500 |