Original filing (PDF)20250628205614NAL0025825714001

ROGERS, SHEFFIELD & CAMPBELL, LLP

Name: ROGERS, SHEFFIELD & CAMPBELL, LLP — ROGERS, SHEFFIELD & CAMPBELL, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROGERS, SHEFFIELD & CAMPBELL, LLP

Form 5500-SF

FILING_RECEIVED

ROGERS, SHEFFIELD & CAMPBELL, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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, SHEFFIELD & CAMPBELL, LLP.

Plan sponsor

Name

ROGERS, SHEFFIELD & CAMPBELL, LLP

EIN

77-0069420

Address

427 EAST CARRILLO STREET · SANTA BARBARA, CA · 93101

Phone

(805) 963-9721

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

SANTA BARBARA PENSION CONSULTANTS, INC.

EIN

77-0307834

City

SANTA BARBARA, CA

Phone

(805) 568-3814

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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