How big is Roger Ferris & Partners, L.L.C.'s plan?

Roger Ferris & Partners, L.L.C.'s plan reported $9.4M in assets and 30 participants for 2025.

Original filing (PDF)20260424103615NAL0005911057001

Roger Ferris & Partners, L.L.C.

Name: Roger Ferris & Partners, L.L.C. — Roger Ferris &, Form 5500 (2025)
Creator: Roger Ferris & Partners, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger Ferris & Partners, L.L.C. 401(k) Plan

401(k) retirement plan · Roger Ferris & Partners, L.L.C.'s Roger Ferris & Partners, L.L.C. 401(k) Plan held $9.4M in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan identifiers

Roger Ferris & Partners, L.L.C.'s EIN is 06-1506995.

EIN 06-1506995

Plan number 001

Plan year 2025

ACK ID 20260424103615NAL0005911057001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roger Ferris & Partners, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roger Ferris & Partners, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ROGER FERRIS & PARTNERS, L.L.C.

EIN

all filings

Address

11 WILTON ROAD · WESTPORT, CT · 06880

Phone

(203) 222-4848

Industry

Professional & Technical Services

Plan administrator