AUMdb

M Rogers Inc & Subsidiary 401(k) Profit Sharing Plan And Trust

Sponsored by M Rogers Inc & Subsidiary · EIN 431179020 · Plan #001 · Mound City, MO

Total assets
$6.8M
Net assets
$6.8M
Active participants
129
With balances
194

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

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
401 Go, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $18,880
Prime Capital Investment Advisors Investment advisory (participants) $11,936