Original filing (PDF)20251002182011NAL0001213520001

ROGERS, ANDERSON, MALODY & SCOTT, L

Name: ROGERS, ANDERSON, MALODY & SCOTT, L — ROGERS, ANDERSON, MALODY & SCOTT, LLP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ROGERS, ANDERSON, MALODY & SCOTT, L

Form 5500-SF

FILING_RECEIVED

ROGERS, ANDERSON, MALODY & SCOTT, LLP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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, ANDERSON, MALODY & SCOTT, L.

Plan sponsor

Name

ROGERS, ANDERSON, MALODY & SCOTT, L

EIN

95-2662063

Address

735 EAST CARNEGIE DRIVE SUITE 100 · SAN BERNARDINO, CA · 92408

Phone

(909) 889-0871

Industry

CPA 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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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