How big is Rogers Wealth Group, Inc.'s plan?

Rogers Wealth Group, Inc.'s plan reported $7.1M in assets and 19 participants for 2024.

Original filing (PDF)20251015111059NAL0002193251002

Rogers Wealth Group, Inc.

Name: Rogers Wealth Group, Inc. — Rogers Wealth Group, Form 5500 (2024)
Creator: Rogers Wealth Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rogers Wealth Group, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Rogers Wealth Group, Inc.'s Rogers Wealth Group, Inc. 401(k) Profit Sharing Plan and Trust held $7.1M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan identifiers

Rogers Wealth Group, Inc.'s EIN is 75-2618454.

EIN 75-2618454

Plan number 002

Plan year 2024

ACK ID 20251015111059NAL0002193251002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rogers Wealth Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rogers Wealth Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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