Retirement plan

THE ROGERS GROUP 401K PLAN

Name: THE ROGERS GROUP, INC - THE ROGERS GROUP 401K PLAN (2025) Form 5500
Creator: THE ROGERS GROUP, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ROGERS GROUP 401K PLAN, THE ROGERS GROUP, INC

THE ROGERS GROUP, INCEIN 56-1692975Plan #001PY 2025

4783 RALEIGH ROAD - KITTRELL, NC 27544252-492-9385

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$673K

+26.9% from 2024

Total participants

0.0% from 2024

Average account balance

$168,296

+26.9% from 2024

Annual return

19.06%

-3.69 pp from 2024

Benchmarks

See 15,991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,991 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$673K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$168K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.06%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$789

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$789 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.469%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$168,296

$180,749-6.9%

$160,784+4.7%

$137,256+22.6%

Participation rate

100.0%

80.0%+20.0pp

77.0%+23.0pp

80.0%+20.0pp

Annual return

19.06%

2234.46%-2215.4pp

1803.92%-1784.9pp

220.34%-201.3pp

Employer contribution / active EE

$6,832

$4,155+64.4%

$3,733+83.0%

$4,156+64.4%

Participant deferral / active EE

$3,521

$6,844-48.6%

$6,293-44.1%

$6,407-45.1%

Admin fee / account holder

$789

$10,397-92.4%

$9,717-91.9%

$12,270-93.6%

THE ROGERS GROUP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ROGERS GROUP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion