How big is Rogers, CLEM & Company's plan?

Rogers, CLEM & Company's plan reported $7.6M in assets and 19 participants for 2024.

Original filing (PDF)20250724165738NAL0005835185002

Rogers, CLEM & Company

Name: Rogers, CLEM & Company — Rogers, CLEM & Company, Form 5500 (2024)
Creator: Rogers, CLEM & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rogers, CLEM & Company 401(k) Plan

401(k) retirement plan · Rogers, CLEM & Company's Rogers, CLEM & Company 401(k) Plan held $7.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

Plan identifiers

Rogers, CLEM & Company's EIN is 95-2694521.

EIN 95-2694521

Plan number 001

Plan year 2024

ACK ID 20250724165738NAL0005835185002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rogers, CLEM & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rogers, CLEM & Company'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, CLEM & COMPANY.

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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 (85th percentile).

Plan sponsor

Name

ROGERS, CLEM & COMPANY

EIN

all filings

Address

1067 PARK VIEW DRIVE · COVINA, CA · 917243748

Phone

(626) 858-5100

Industry

CPA Offices· Professional & Technical Services

Plan administrator