Original filing (PDF)20241207120345NAL0008171553001

BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13

Name: BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13 — BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13 MONEY PURCHASE PLAN, Form 5500 (2023)
Creator: BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13

Form 5500-SF

FILING_RECEIVED

BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13 MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13.

Plan sponsor

Name

BRETT N. RODGERS STANDING TRUSTEE CHAPTER 13

EIN

38-2748250

Address

3350 GRAND RIDGE DR NE, SUITE 200 · GRAND RAPIDS, MI · 49525

Phone

(616) 454-9638

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-12-07

Pension benefit codes

2C · Money purchase (other than target benefit)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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