How big is Rogers Hardee Financial Services' plan?

Rogers Hardee Financial Services' plan reported $102K in assets and 6 participants for 2024.

Original filing (PDF)20250610162848NAL0013221203001

Rogers Hardee Financial Services

Name: Rogers Hardee Financial Services — Rogers Hardee, Form 5500 (2024)
Creator: Rogers Hardee Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rogers Hardee Financial Services 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Rogers Hardee Financial Services' Rogers Hardee Financial Services 401(k) Profit Sharing Plan & TRU held $102K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Nick Rice signed Rogers Hardee Financial Services' 2024 Form 5500 as plan administrator.

Nick Rice — 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 Hardee Financial Services' EIN is 82-3633539.

EIN 82-3633539

Plan number 001

Plan year 2024

ACK ID 20250610162848NAL0013221203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rogers Hardee Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rogers Hardee Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 HARDEE FINANCIAL SERVICES.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ROGERS HARDEE FINANCIAL SERVICES

EIN

all filings

Address

717 W FLOYD BAKER BLVD · GAFFNEY, SC · 29341

Phone

(864) 487-3463

Industry

Finance & Insurance

Plan administrator