Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
ERIC P. ROGER, MD, PLLC
EIN 46-3488219medical practiceLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ERIC P. ROGER, MD, PLLC CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ERIC P. ROGER, MD, PLLC 401(K) PLAN
401k
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ERIC P. ROGER, MD, PLLC CASH BALANCE PLAN | CashBalance | $2.9M | 8 | 2025 | |
| 001 | ERIC P. ROGER, MD, PLLC 401(K) PLAN | 401k | $1.3M | 8 | 2024 |
Retirement plans