Original filing (PDF)20250627094846NAL0022533154001

ROGERS MECHANICAL COMPANY

Name: ROGERS MECHANICAL COMPANY — ROGERS MECHANICAL COMPANY RETIREMENT PLAN, Form 5500 (2024)
Creator: ROGERS MECHANICAL COMPANY

Form 5500-SF

FILING_RECEIVED

ROGERS MECHANICAL COMPANY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGERS MECHANICAL COMPANY.

Plan sponsor

Name

ROGERS MECHANICAL COMPANY

EIN

23-1912953

Address

320 SOUTH WASHINGTON STREET · BOYERTOWN, PA · 19512

Phone

(610) 369-2791

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

DIGITALOGIC, INC.

DIGITALOGIC, INC. 401(K) PLAN

$2.4M · 10 participants

VINTAGE ARCHONICS, INC.

VINTAGE ARCHONICS, INC. 401(K) PROFIT SHARING PLAN

$2.4M · 19 participants

GEXCON US, INC.

GEXCON US, INC 401(K) PLAN

$2.4M · 12 participants

DAVID E WOOSTER AND ASSOCIATES,

DAVID E. WOOSTER AND ASSOCIATES LLC 401(K) PLAN

$2.4M · 14 participants

BRAD YOUNG & ASSOCIATES, INC.

BRAD YOUNG & ASSOCIATES, INC. 401(K) PLAN

$2.4M · 11 participants