Rogerson Communities Retirement Savings Plan
Sponsored by Rogerson Communities · EIN 042104319 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.7M
- Active participants
- 308
- With balances
- 156
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $16,607 |
| Freeman Retiremtent Plan Cons | Contract administrator, Other services, Direct payment from the plan | $9,363 |
| Cetera Advisor Networks Llc | Other services, Other commissions, Other fees | $0 |
| Wilshire Associates Inc | Investment advisory (plan), Other investment fees and expenses | $0 |