How big is Rogers & Whitley, LLP's plan?

Rogers & Whitley, LLP's plan reported $4.7M in assets and 2 participants for 2024.

Original filing (PDF)20250718160250NAL0000970339001

Rogers & Whitley, LLP

Name: Rogers & Whitley, LLP — Rogers & Whitley, LLP Profit, Form 5500 (2024)
Creator: Rogers & Whitley, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rogers & Whitley, LLP Profit Sharing Plan

401(k) retirement plan · Rogers & Whitley, LLP's Rogers & Whitley, LLP Profit Sharing Plan held $4.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Richard Whitley signed Rogers & Whitley, LLP's 2024 Form 5500 as plan administrator.

Richard Whitley — 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

Rogers & Whitley, LLP's EIN is 74-2901812.

EIN 74-2901812

Plan number 001

Plan year 2024

ACK ID 20250718160250NAL0000970339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rogers & Whitley, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rogers & Whitley, LLP's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ROGERS & WHITLEY, LLP

EIN

all filings

Address

2210 SAN GABRIEL · AUSTIN, TX · 78705

Phone

(512) 334-4602

Industry

Law Offices· Professional & Technical Services

Plan administrator