How big is Roger Best's plan?

Roger Best's plan reported $3K in assets and 4 participants for 2024.

Original filing (PDF)20250716090653NAL0002920097001

Roger Best

Name: Roger Best — Roger Best 401(k), Form 5500 (2024)
Creator: Roger Best
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger Best 401(k)

401(k) retirement plan · Roger Best's Roger Best 401(k) held $3K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Roger Best's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Roger Best's EIN is 62-1597645.

EIN 62-1597645

Plan number 001

Plan year 2024

ACK ID 20250716090653NAL0002920097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roger Best from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roger Best's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGER BEST.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ROGER BEST

EIN

all filings

Address

3209 MORGANTON RD · MARYVILLE, TN · 37801

Phone

(865) 332-6982

Industry

Real Estate

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

2025-07-16

Pension benefit codes

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

D&a Sealcoating and Paving LLC

D&a Sealcoating and Paving LLC 401(k) Profit Sharing Plan & Trust

$3K · 2 participants

KW Real Estate, Inc.

KW Real Estate, Inc. 401(k) Plan

$3K · 6 participants

Winebrenner Enterprises Inc.

Winebrenner Enterprises Inc. CBIN Benefit Plan

$3K · 2 participants

Selling Savannah LLC

Selling Savannah - 401(k)

$3K · 3 participants

SRG Enterprises, Inc.

SRG Enterprises, Inc. SOCA Benefit Plan

$3K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.