How big is Roger C Perry & Co's plan?

Roger C Perry & Co's plan reported $794 in assets and 2 participants for 2024.

Original filing (PDF)20250729141438NAL0007761234001

Roger C Perry & Co

Name: Roger C Perry & Co — Roger C Perry & Co SOCA Benefit, Form 5500 (2024)
Creator: Roger C Perry & Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger C Perry & Co SOCA Benefit Plan

Health & welfare plan · Roger C Perry & Co's Roger C Perry & Co SOCA Benefit Plan held $794 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$794

Net assets (EOY)

$281

People on this filing

Matt Appenzeller signed Roger C Perry & Co's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Roger C Perry & Co's EIN is 31-0827785.

EIN 31-0827785

Plan number 501

Plan year 2024

ACK ID 20250729141438NAL0007761234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roger C Perry & Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roger C Perry & Co's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score