Form 5500 Search

ROGERS WEALTH GROUP

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
15
Active participants
13,963
Total plan assets
$831.4M
Filings (rows)
15
Direct comp
$2.4M
Indirect comp
$0

SERVICES PROVIDED

Other15

Top plans served

All 15 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
FIRSTCASH HOLDINGS, INC.
FIRSTCASH 401(K) PROFIT SHARING PLAN
FORT WORTH, TX
Other
NONE
5,827$190.5M$584K
FIRSTCASH HOLDINGS INC.
FIRSTCASH 401(K) PROFIT SHARING PLAN
FORT WORTH, TX
Other
NONE
4,947$157.2M$579K
HUITT-ZOLLARS, INC.
HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST
DALLAS, TX
Other
NONE
522$78.6M$269K
HUITT-ZOLLARS, INC.
HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST
DALLAS, TX
Other
NONE
523$71.3M$243K
HUITT-ZOLLARS, INC.
HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST
DALLAS, TX
Other
NONE
499$63.4M$222K
PRITCHARD & ABBOTT, INC.
PRITCHARD & ABBOTT, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN
FORT WORTH, TX
Other
NONE
109$48.8M$104K
PRITCHARD & ABBOTT, INC.
PRITCHARD & ABBOTT, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN
FORT WORTH, TX
Other
NONE
106$45.2M$100K
PRITCHARD & ABBOTT, INC.
PRITCHARD & ABBOTT, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN
FORT WORTH, TX
Other
NONE
101$44.9M$98K
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN
CHICKASHA, OK
Other
NONE
163$36.9M$26K
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN
CHICKASHA, OK
Other
NONE
165$35.9M$19K
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN
CHICKASHA, OK
Other
NONE
161$35.3M$25K
HOSPICE OF THE CHESAPEAKE, INC.
EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE
PASAADENA, MD
Other
NONE
350$15.4M$91K
WILLBANKS METALS INC
WILLBANKS METALS INC 401(K) PROFIT SHARING PLAN & TRUST
FORT WORTH, TX
Other
NONE
164$3.4M$45K
WILLBANKS METALS INC
WILLBANKS METALS INC 401(K) PROFIT SHARING PLAN & TRUST
FORT WORTH, TX
Other
NONE
162$2.9M$28K
KARL KLEMENT ENTERPRISES-NEVADA, INC.
KLEMENT 401(K) PLAN
DECATUR, TX
Other
NONE
164$1.7M$12K
ROGERS WEALTH GROUP — Form 5500 Service Provider Profile | Form 5500 Search