Original filing (PDF)20251014133231NAL0002898385001

CHARLES A. ROGERS ENTERPRISES, INC.

Name: CHARLES A. ROGERS ENTERPRISES, INC. — CHARLES A. ROGERS ENTERPRISES, INC. SAVINGS & INVESTMENT PLAN, Form 5500 (2024)
Creator: CHARLES A. ROGERS ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES A. ROGERS ENTERPRISES, INC. SAVINGS & INVESTMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES A. ROGERS ENTERPRISES, INC..

Plan sponsor

Name

CHARLES A. ROGERS ENTERPRISES, INC.

EIN

16-1278015

Address

51 VICTOR HEIGHTS PARKWAY · PO BOX 627 · VICTOR, NY · 14564

Phone

(585) 294-6400

Industry

Manufacturingsee all

Plan administrator