Original filing (PDF)20250714144337NAL0000956595001

CHARLES P. ROGERS & CO., INC.

Name: CHARLES P. ROGERS & CO., INC. — CHARLES P. ROGERS & CO INC PROFIT SHARING RET PLAN, Form 5500 (2024)
Creator: CHARLES P. ROGERS & CO., INC.

Form 5500-SF

FILING_RECEIVED

CHARLES P. ROGERS & CO INC PROFIT SHARING RET PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

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 CHARLES P. ROGERS & CO., INC..

Plan sponsor

Name

CHARLES P. ROGERS & CO., INC.

EIN

13-2888393

Address

26 WEST 17TH STREET · NEW YORK, NY · 100115513

Phone

(212) 675-6392

Industry

Retail Tradesee 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

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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