How big is Roger C. Pettingell, P.A.'s plan?

Roger C. Pettingell, P.A.'s plan reported $91K in assets and 3 participants for 2024.

Original filing (PDF)20250925112611NAL0019264754001

Roger C. Pettingell, P.A.

Name: Roger C. Pettingell, P.A. — Roger C. Pettingell, Form 5500 (2024)
Creator: Roger C. Pettingell, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger C. Pettingell, P.A. 401(k) PSP

401(k) retirement plan · Roger C. Pettingell, P.A.'s Roger C. Pettingell, P.A. 401(k) PSP held $91K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

Plan identifiers

Roger C. Pettingell, P.A.'s EIN is 20-2097193.

EIN 20-2097193

Plan number 002

Plan year 2024

ACK ID 20250925112611NAL0019264754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roger C. Pettingell, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roger C. Pettingell, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGER C. PETTINGELL, P.A..

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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