Original filing (PDF)20250328161922NAL0000749699001

ROGER FERRIS & PARTNERS, L.L.C.

Name: ROGER FERRIS & PARTNERS, L.L.C. — ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN, Form 5500 (2024)
Creator: ROGER FERRIS & PARTNERS, L.L.C.

Form 5500-SF

FILING_RECEIVED

ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 ROGER FERRIS & PARTNERS, L.L.C..

Plan sponsor

Name

ROGER FERRIS & PARTNERS, L.L.C.

EIN

06-1506995

Address

11 WILTON ROAD · WESTPORT, CT · 06880

Phone

(203) 222-4848

Industry

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

2025-03-28

Pension benefit codes

2E · Profit-sharing

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

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

NELSEN INC.

NELSEN INC. 401(K) PROFIT SHARING PLAN

$8.2M · 81 participants

SALA ARCHITECTS, INC.

SALA ARCHITECTS, INC 401(K) PROFIT SHARING PLAN

$8.2M · 18 participants

ARCHIMAGES, INC.

ARCHIMAGES, INC. 401(K) PLAN

$8.2M · 21 participants

TOM LOUCKS & ASSOCIATES, INC.

TOM LOUCKS & ASSOCIATES 401(K) PLAN

$8.2M · 53 participants

MARASCO & ASSOCIATES, INC.

MARASCO & ASSOCIATES 401(K) PLAN

$8.2M · 10 participants