How big is David Rodgers Inc.'s plan?

David Rodgers Inc.'s plan reported $27K in assets and 2 participants for 2023.

Original filing (PDF)20240403095719NAL0007365715001

David Rodgers Inc.

Name: David Rodgers Inc. — David Rodgers Inc. 401(k), Form 5500 (2023)
Creator: David Rodgers Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Rodgers Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · David Rodgers Inc.'s David Rodgers Inc. 401(k) Profit Sharing Plan & Trust held $27K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Matteo Riccioni signed David Rodgers Inc.'s 2023 Form 5500 as plan administrator.

Matteo Riccioni — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Rodgers Inc.'s EIN is 26-2099927.

EIN 26-2099927

Plan number 001

Plan year 2023

ACK ID 20240403095719NAL0007365715001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David Rodgers Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David Rodgers Inc.'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 DAVID RODGERS INC.

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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