SLUTES, SAKRISON & ROGERS, P.C. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
14
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score
94
/ 100
Grade A
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
80
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SLUTES, SAKRISON & ROGERS, P.C..
Plan sponsor
Name
SLUTES, SAKRISON & ROGERS, P.C.
EIN
86-0314518
Address
4801 E. BROADWAY BLVD, SUITE 301 · TUCSON, AZ · 85711
Phone
(520) 624-6691
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
