Department of Labor filing

ROERS MANAGEMENT, INC.

ROERS 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

26filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$676

Reported employer contributions per active participant.

Higher than about 8% of comparable plans

#People in the filing

112

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$152 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 68% of comparable plans

↗Investment performance

Not available

Plan assets changed 1.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202426out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions8th percentileTypical peer $2,706 · based on 577 comparable plans

Lower reported administrative expense68th percentileTypical peer $229 · based on 583 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ROERS MANAGEMENT, INC. reported $75,679 in employer contributions across the plan and 112 active participants. That works out to $676 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 2.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 2.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context26/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $75,679
Participant contributions: $432,870
Other contributions: $6,001
Employer share of reported contributions: 14.9%
Beginning assets: $5,184,025
Ending assets: $5,257,032
Ending net assets: $5,241,862
Ending liabilities: $15,170
Total income: $1,193,601
Total expenses: $1,135,764
Administrative expenses: $22,284
Participant loans: $29,449

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$690

2023

$526

2024

$676

Plan-paid administrative expenses per participant

2022

$149

2023

$165

2024

$152

Active participants

2022

100

2023

127

2024

112

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$676	112	5.3M	20250930130015NAL0012276337001
2023	$526	127	5.2M	20241014113003NAL0045801024001
2022	$690	100	4.3M	20231002161512NAL0011691923001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 450358262-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 1998
Industry: Construction
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
AMERICAN FUNDS	2024	Not reported	unknown
COHEN & STEERS	2024	Not reported	unknown
DFA INVESTMENT DIMENSIOR	2024	Not reported	unknown
DODGE & COX	2024	Not reported	unknown
FEDERATED	2024	Not reported	unknown
FIDELITY INVESTMENTS	2024	Not reported	unknown
IVY INVESTMENTS	2024	Not reported	unknown
JANUS HENDERSON INVESTOR	2024	Not reported	unknown
LORD ABBETT	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250930130015NAL0012276337001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗