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Original filing (PDF)20260323102156NAL0001231041001
WEBSTERROGERS, LLP
Form 5500
FILING_RECEIVED
WEBSTERROGERS LLP 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 4.2 mo
Active participants
117
Accounts w/ balance
155
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
83
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.2 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBSTERROGERS, LLP.
Plan sponsor
Name
WEBSTERROGERS, LLP
EIN
57-0776381
Address
1411 SECOND LOOP ROAD · FLORENCE, SC · 29505
Phone
(843) 665-6321
Industry
CPA Offices· Professional & Technical 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
2026-03-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THE HOBBS GROUP, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $16K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $9K | — |
Investments
28 direct securities· $23.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $5.6M | 23.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $3.2M | 13.7% | |
| Baird Aggregate Bond Institutional | — | — | — | $1.8M | 7.7% | |
| Vanguard Developed Markets Index Fund | — | — | — | $1.6M | 6.9% | |
| Vanguard Target Retirement 2040 Investment | — | — | — | $1.3M | 5.6% | |
| Vanguard Target Retirement 2050 Investment | — | — | — | $1.3M | 5.3% | |
| Vanguard Target Retirement 2030 Investment | — | — | — | $1.2M | 5.0% | |
| Vanguard Short-Term Investment-Grade | — | — | — | $1.1M | 4.6% | |
| Dimensional Fund Advisors DFA US Sustainability Core 1 | — | — | — | $1.0M | 4.3% | |
| Dimensional Fund Advisors DFA International Small Company | — | — | — | $927K | 3.9% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $696K | 2.9% | |
| Vanguard Target Retirement 2045 Investment | — | — | — | $582K | 2.5% | |
| Vanguard Target Retirement 2025 Investment | — | — | — | $568K | 2.4% | |
| Vanguard Federal Money Market Inv | — | — | — | $441K | 1.9% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $380K | 1.6% | |
| Vanguard Target Retirement 2035 Investment | — | — | — | $358K | 1.5% | |
| Vanguard Target Retirement 2055 Investment | — | — | — | $356K | 1.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $334K | 1.4% | |
| Vanguard Target Retirement 2065 Investment | — | — | — | $165K | 0.7% | |
| Vanguard Target Retirement 2060 Investment | — | — | — | $154K | 0.7% | |
| Vanguard Balanced Index Admiral | — | — | — | $132K | 0.6% | |
| Dimensional Fund Advisors DFA International Sustainability Core | — | — | — | $87K | 0.4% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities | — | — | — | $79K | 0.3% | |
| American Funds American Funds New World R6 | — | — | — | $60K | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $53K | 0.2% | |
| Participant Loans Interest rate - 4.25% - 10.50% 0 | — | — | — | $52K | 0.2% | |
| Vanguard Target Retirement 2020 Investment | — | — | — | $33K | 0.1% | |
| Baron Capital Group Baron Real Estate Fund Institutional | — | — | — | $17K | <0.1% |
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