Rogers Group, Inc. & Affiliates 401(k) Plan: Login, Facts & Contact Information

Rogers Group, Inc. & Affiliates 401(k) Plan Facts

Plan name
ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ROGERS GROUP, INC.
Participants
3,274 (3,037 active employees)
Former employees with a balance
555
Plan assets
$205,903,017 at Dec 31, 2024
Average account balance
$59,049 across 3,487 accounts
Employer contributions
$10,819,804 in plan year 2024 (41% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1990
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $26.6 million went into the plan in contributions, $10.8 million of it from the employer (41%).
  • $25.3 million was paid out to participants.
  • Investment and other income added $25.4 million.
  • Administrative expenses were $222,575, about $64 per account.

How the Rogers Group, Inc. & Affiliates 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,033$141.3 million$5.55 million$15.7 million
20202,186$159.8 million$6.04 million$22.1 million
20212,116$182.5 million$6.31 million$17.1 million
20222,775$154.3 million$8.82 million$11.9 million
20233,046$179.4 million$9.58 million$22.8 million
20243,274$205.9 million$10.8 million$25.3 million

Rogers Group, Inc. & Affiliates 401(k) Contact Information

Phone
615-780-5634
Mailing address
421 GREAT CIRCLE ROAD, NASHVILLE TN 37228
Plan sponsor
ROGERS GROUP, INC.
Employer identification number (EIN)
35-1418333
Plan number
003

Questions about the Rogers Group, Inc. & Affiliates 401(k)

Does Rogers Group, Inc. & Affiliates contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $10.8 million, 41% of all contributions.

Does the Rogers Group, Inc. & Affiliates 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Rogers Group, Inc. & Affiliates 401(k) plan?

3,274 participants at the start of plan year 2024, 3,037 of them active employees, and 555 former employees who still had money in the plan.

What is the average 401(k) balance at Rogers Group, Inc. & Affiliates?

About $59,049 per account: $205.9 million in plan assets across 3,487 accounts with a balance at the end of plan year 2024.

Who manages the Rogers Group, Inc. & Affiliates 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Rogers Group, Inc. & Affiliates. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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