How big is Rogers Yogodzinski, LLP's plan?

Rogers Yogodzinski, LLP's plan reported $2.3M in assets and 2 participants for 2023.

Original filing (PDF)20240604161908NAL0034283056001

Rogers Yogodzinski, LLP

Name: Rogers Yogodzinski, LLP — Rogers Yogodzinski, LLP, Form 5500 (2023)
Creator: Rogers Yogodzinski, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rogers Yogodzinski, LLP 401(k) RATE Group Profit Sharing Plan and Trust

401(k) retirement plan · Rogers Yogodzinski, LLP's Rogers Yogodzinski, LLP 401(k) RATE Group Profit Sharing Plan and Trust held $2.3M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Debra Yogodzinski signed Rogers Yogodzinski, LLP's 2023 Form 5500 as plan administrator.

Debra Yogodzinski — 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

Rogers Yogodzinski, LLP's EIN is 46-4100616.

EIN 46-4100616

Plan number 001

Plan year 2023

ACK ID 20240604161908NAL0034283056001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rogers Yogodzinski, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rogers Yogodzinski, LLP'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 ROGERS YOGODZINSKI, LLP.

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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