Original filing (PDF)20250718160250NAL0000970339001

ROGERS & WHITLEY, LLP

Name: ROGERS & WHITLEY, LLP — ROGERS & WHITLEY, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROGERS & WHITLEY, LLP

Form 5500-SF

FILING_RECEIVED

ROGERS & WHITLEY, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGERS & WHITLEY, LLP.

Plan sponsor

Name

ROGERS & WHITLEY, LLP

EIN

74-2901812

Address

2210 SAN GABRIEL · AUSTIN, TX · 78705

Phone

(512) 334-4602

Industry

Law 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

2025-07-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JOSEPH CHAIKEN & ASSOCIATES PC

JOSEPH CHAIKEN & ASSOCIATES PC 401K PROFIT SHARING PLAN

$4.7M · 6 participants

KELLY IP, LLP

KELLY IP, LLP CASH BALANCE PLAN

$4.7M · 16 participants

HODES MILMAN, LLP

HODES MILMAN, LLP 401(K) PLAN

$4.7M · 12 participants

ALVAREZ THOMPSON & SMOAK PA

ALVAREZ THOMPSON & SMOAK PA 401(K) PROFIT SHARING PLAN & TRUST

$4.7M · 56 participants

CHOULOS CHOULOS & WYLE

CC & W CASH BALANCE PLAN & TRUST

$4.7M · 5 participants