Rogers Wealth Group, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rogers Wealth Group, Inc. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $370,870 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Rogers Wealth Group, Inc.. Bars show relative scale.
- 1
- 2
- 3
State footprint
Where Rogers Wealth Group, Inc. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
- 1TX3 plan(s)
City footprint
Cities where plans reporting Rogers Wealth Group, Inc. are sponsored, by plan count.
- 1Fort Worth, TX2 plan(s)
- 2Dallas, TX1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Huitt-Zollars, Inc., TX · Direct $243.3K · 2023
- 2Pritchard & Abbott, Inc., TX · Direct $99.5K · 2023
- 3Willbanks Metals Inc, TX · Direct $28.1K · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Rogers Wealth Group, Inc.?
- Public Form 5500 Schedule C filings report compensation paid to Rogers Wealth Group, Inc. as a plan service provider. Across loaded filings, total reported compensation is $370,870.
- How many plans report Rogers Wealth Group, Inc. as a service provider?
- Rogers Wealth Group, Inc. appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Huitt-Zollars, Inc. Employee Retirement Plan & Trust (plan 002)
- Huitt-Zollars, Inc. — all reported plans
- Pritchard & Abbott, Inc. 401(K) Profit Sharing And Employee Stock Ownership Plan (plan 003)
- Pritchard & Abbott, Inc. — all reported plans
- Willbanks Metals Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- Willbanks Metals Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources