Original filing (PDF)20250530082624NAL0015289408001

ROGAN & ASSOCIATES, INC.

Name: ROGAN & ASSOCIATES, INC. — ROGAN & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ROGAN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ROGAN & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score

/ 100

Grade A

Top-tier plan health

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGAN & ASSOCIATES, INC..

Plan sponsor

Name

ROGAN & ASSOCIATES, INC.

EIN

65-0718838

Address

200 NINTH AVE N. SUITE 100 · SAFETY HARBOR, FL · 34695

Phone

(727) 712-3400

Industry

Finance & Insurancesee 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

2025-05-30

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

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MARK COPELAND, A SOLE PROPRIETORSHIP

SKYLINE PLAN

$3.0M · 2 participants

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC 401(K) PLAN

$3.0M · 2 participants

UNION SQUARE INVESTMENT COMPANY

UNION SQUARE INVESTMENT COMPANY RETIREMENT PLAN

$2.9M · 8 participants

ACCOLADE CAPITAL MANAGEMENT LLC

ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

$3.0M · 14 participants

ROCK CREEK ADVISORS LLC