Original filing (PDF)20250924194535NAL0011126082001

ROGER CLARK ENTERPRISES, INC

Name: ROGER CLARK ENTERPRISES, INC — CFA 401(K) PLAN, Form 5500 (2024)
Creator: ROGER CLARK ENTERPRISES, INC

Form 5500-SF

FILING_RECEIVED

CFA 401(K) PLAN

401(k) retirement plan

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$779K

Net assets (EOY)

$779K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGER CLARK ENTERPRISES, INC.

Plan sponsor

Name

ROGER CLARK ENTERPRISES, INC

EIN

47-1955212

Address

3000 COUNTRY PLACE · ROCKWALL, TX · 75032

Phone

(214) 563-8296

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 31% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.