401k Plan data: DREW & ROGERS, INC. 401(K) PLAN & TRUST plan

DREW & ROGERS, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	DREW & ROGERS, INC. 401(K) PLAN & TRUST
Plan identification number	003

DREW & ROGERS, INC. 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

DREW & ROGERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: DREW & ROGERS, INC.

Employer identification number (EIN): 221409195

NAIC Classification: 323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DREW & ROGERS, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 ERISA FIDUCIARY SERVICES 2024-05-04
003 2023-01-01 ERISA FIDUCIARY SERVICES, INC 2024-08-22
003 2022-01-01 ERISA FIDUCIARY SERVICES 2023-04-08
003 2021-01-01 THOMAS ROGERS 2022-06-06
003 2020-01-01 THOMAS ROGERS 2021-06-22
003 2019-01-01 THOMAS ROGERS 2020-10-15
003 2018-01-01 THOMAS ROGERS 2019-07-15
003 2017-01-01 THOMAS ROGERS 2018-07-20
003 2016-01-01 THOMAS ROGERS 2017-07-11
003 2015-01-01 THOMAS ROGERS 2016-07-15
003 2014-01-01 ROBERT RUSSO 2015-06-26
003 2013-01-01 ROBERT RUSSO 2014-07-03
003 2012-01-01 THOMAS ROGERS 2013-06-03
003 2011-01-01 THOMAS ROGERS 2012-06-29
003 2010-01-01 ROBERT RUSSO 2011-06-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	ERISA FIDUCIARY SERVICES	2024-05-04
003	2023-01-01	ERISA FIDUCIARY SERVICES, INC	2024-08-22
003	2022-01-01	ERISA FIDUCIARY SERVICES	2023-04-08
003	2021-01-01	THOMAS ROGERS	2022-06-06
003	2020-01-01	THOMAS ROGERS	2021-06-22
003	2019-01-01	THOMAS ROGERS	2020-10-15
003	2018-01-01	THOMAS ROGERS	2019-07-15
003	2017-01-01	THOMAS ROGERS	2018-07-20
003	2016-01-01	THOMAS ROGERS	2017-07-11
003	2015-01-01	THOMAS ROGERS	2016-07-15
003	2014-01-01	ROBERT RUSSO	2015-06-26
003	2013-01-01	ROBERT RUSSO	2014-07-03
003	2012-01-01	THOMAS ROGERS	2013-06-03
003	2011-01-01	THOMAS ROGERS	2012-06-29
003	2010-01-01	ROBERT RUSSO	2011-06-02

Potentially related plans

DREW & RASKIN PROFIT SHARING PLAN [EIN = 942474169]

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Company Name:	DREW & ROGERS, INC.
Employer identification number (EIN):	221409195
NAIC Classification:	323100