AUMdb

Rogers Jewelry 401 K Plan

Sponsored by Rogers Jewelry Company · EIN 941110764 · Plan #001

Total assets
$11.4M
Net assets
$11.4M
Active participants
95
With balances
189

Plan year beginning 06/01/2024 · 401(k)

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
Voya Retirement Insurance & Annuity Other fees $32,056
Priest Amistadi Cpas Accounting, Direct payment from the plan $8,500
Prosperity Financial Group Other fees $0