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Original filing (PDF)20251015084044NAL0005554160001
ROGERS MECHANICAL CONTRACTORS LLC
Form 5500
FILING_RECEIVED
ROGERS BUILDING SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
993
Accounts w/ balance
462
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGERS MECHANICAL CONTRACTORS LLC.
Plan sponsor
Name
ROGERS MECHANICAL CONTRACTORS LLC
EIN
58-1978419
Address
394 EAST DRIVE · MELBOURNE, FL · 32904
Phone
(321) 725-3061
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $37K | — |
Investments
25 pooled funds· $6.3M(29% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 86-1558824 / PN 664 | Common Collective Trust | $1.8M | 8.4% |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 86-1586213 / PN 665 | Common Collective Trust | $1.5M | 7.0% |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 86-1448599 / PN 661 | Common Collective Trust | $787K | 3.7% |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 86-1529087 / PN 663 | Common Collective Trust | $682K | 3.2% |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | $436K | 2.0% |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | $322K | 1.5% |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | $200K | 0.9% |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | $175K | 0.8% |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | $113K | 0.5% |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | $104K | 0.5% |
| FLEXFIT+CONS RET R1 GREAT GRAY TRUST COMPANY · EIN 86-1613518 / PN 667 | Common Collective Trust | $60K | 0.3% |
| FLEXFIT+AGGR RET R1 GREAT GRAY TRUST COMPANY · EIN 86-1242519 / PN 656 | Common Collective Trust | $57K | 0.3% |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 86-1675439 / PN 669 | Common Collective Trust | $42K | 0.2% |
| FLEXFIT+CONS 2055 R1 GREAT GRAY TRUST COMPANY · EIN 86-1731591 / PN 671 | Common Collective Trust | $16K | <0.1% |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 86-1704064 / PN 670 | Common Collective Trust | $13K | <0.1% |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2276829 / PN 329 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 333 | Common Collective Trust | $0 | <0.1% |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2261612 / PN 330 | Common Collective Trust | $0 | <0.1% |
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