Back to filter
Original filing (PDF)20231016083852NAL0024359859001
ROGERS TOWERS, P.A.
Form 5500
FILING_RECEIVED
ROGERS TOWERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
127
Accounts w/ balance
180
Plan assets (EOY)
$40.0M
Net assets (EOY)
$40.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGERS TOWERS, P.A..
Plan sponsor
Name
ROGERS TOWERS, P.A.
EIN
59-1638577
Address
1301 RIVERPLACE BOULEVARD · SUITE 1500 · JACKSONVILLE, FL · 32207
Phone
(904) 346-5757
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ENNIS, PELLUM & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP SECURITIES | — | WALNUT CREEK, CA | NONE | $37K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $36K | — |
| ENNIS PELLUM & ASSOC. CPA'S | — | JACKSONVILLE, FL | NONE | $17K | — |
Investments
1 pooled fund· $8.0M(20% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $8.0M | 19.9% |
Related plans
Other plans using NEWPORT GROUP SECURITIES
DILLARD'S, INC.
DILLARD'S, INC. INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN
$3.0B · 26,070 participants
MCGRAW-HILL EDUCATION HOLDINGS, LLC
MCGRAW HILL 401(K) PLAN
$906.4M · 3,462 participants
ACOSTA, INC.
ACOSTA, INC. 401(K) RETIREMENT PLAN
$838.9M · 51,410 participants
LEGACY VULCAN LLC
VULCAN MATERIALS MASTER PENSION TRUST FUND
$688.6M
OHIO FARMERS INSURANCE COMPANY
WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN
$515.5M · 2,616 participants
A. DUDA & SONS, INC.
A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN
$128.7M · 1,144 participants
Similar-size Law Offices plans
FREEMAN MATHIS & GARY, LLP
FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN
$40.0M · 399 participants
WOOD, SMITH, HENNING, & BERMAN LLP
WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST
$40.0M · 546 participants
BAILEY CAVALIERI LLC
BAILEY CAVALIERI RETIREMENT SAVINGS PLAN
$40.0M · 54 participants
SALT LAKE LEGAL DEFENDER ASSOCIATION
SALT LAKE LEGAL DEFENDER ASSOCIATION 401(K) PROFIT SHARING PLAN
$40.0M · 169 participants
CONROY SIMBERG, P.A.
CONROY SIMBERG 401(K) PLAN
$39.9M · 333 participants
DENTONS COHEN & GRIGSBY P.C.
DENTONS COHEN & GRIGSBY P.C. 401(K) PLAN
$39.9M · 194 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants