How big is Rogers Townsend LLC's plan?

Rogers Townsend LLC's plan reported $11.9M in assets and 72 participants for 2024.

Original filing (PDF)20250815152717NAL0010605153001

Rogers Townsend LLC

Name: Rogers Townsend LLC — Rogers Townsend LLC Retirement, Form 5500 (2024)
Creator: Rogers Townsend LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rogers Townsend LLC Retirement Plan

401(k) retirement plan · Rogers Townsend LLC's Rogers Townsend LLC Retirement Plan held $11.9M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

People on this filing

Leigh Hiatt signed Rogers Townsend LLC's 2024 Form 5500 as plan administrator.

Leigh Hiatt — 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 Townsend LLC's EIN is 84-3950218.

EIN 84-3950218

Plan number 001

Plan year 2024

ACK ID 20250815152717NAL0010605153001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rogers Townsend LLC'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 TOWNSEND LLC.

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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