Original filing (PDF)20250925112611NAL0019264754001

ROGER C. PETTINGELL, P.A.

Name: ROGER C. PETTINGELL, P.A. — ROGER C. PETTINGELL, P.A. 401(K) PSP, Form 5500 (2024)
Creator: ROGER C. PETTINGELL, P.A.

Form 5500-SF

FILING_RECEIVED

ROGER C. PETTINGELL, P.A. 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

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.

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..

Plan sponsor

Name

ROGER C. PETTINGELL, P.A.

EIN

20-2097193all filings

Address

443 JOHN RINGLING BLVD. STE F, 2ND · SARASOTA, FL · 34236

Phone

(941) 586-6668

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

KINNECT WORK LOGISTICS

KINNECT WORK LOGISTICS CONSULTANTS

$91K · 4 participants

LIGHTHOUSE EQUITY PARTNERS, LLC

108 SEACOAST POWER EQUIPMENT 401(K) PLAN

$91K · 28 participants

JOSEPH HOPKINS & ASSOCIATES LL

JOSEPH HOPKINS & ASSOCIATES LL 401(K) PROFIT SHARING PLAN & TRUST

$91K · 2 participants

WARREN REAL ESTATE OF ITHACA, INC

WARREN REAL ESTATE OF ITHACA, INC 401(K) PLAN

$91K · 16 participants

DEVINE REALTY GROUP, INC.

DEVINE REALTY GROUP 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.