Back to filter
Original filing (PDF)20250721095032NAL0001282817001
WEBSTERROGERS LLP
Form 5500
FILING_RECEIVED
WEBSTERROGERS LLP GROUP LIFE AND DISABILITY PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
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.
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) 665-5900
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Welfare benefit codes
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size CPA Offices plans
SHERIDAN CPA LLP
SHERIDAN CPA LLP 401(K) PROFIT SHARING PLAN & TRUST
$0
EISNERAMPER LLP
EISNERAMPER LLP CASH BALANCE PLAN
$0
OSWALT, TEEL AND FRANKLIN CPAS
OSWALT, TEEL, AND FRANKLIN CPAS CASH BALANCE PLAN
$0
SHIMIZU & SHIMIZU, CPAS, PS
SHIMIZU & SHIMIZU CPAS 401K PROFIT SHARING PLAN
$0
BRUCE ASHFORD, CPA
BRUCE ASHFORD, CPA 401(K) PLAN
$0
MORIARTY & MALASPINA, CPAS
MORIARTY & MALASPINA, CPAS PROFIT SHARING PLAN
$0
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants