Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.L. ROGERS & CALLCOTT ENGINEERS, INC.
EIN 57-0621794Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
197
PO BOX 5655, 426 FAIRFOREST WAY - GREENVILLE, SC 296065655864-232-1556
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 197 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#001
J.L. ROGERS & CALLCOTT ENGINEERS, INC. PROFIT SHARING AND SECTION 401(K) PLAN AND TRUST
401k
Assets$3.7M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J.L. ROGERS & CALLCOTT ENGINEERS, INC. LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$644K
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J.L. ROGERS & CALLCOTT ENGINEERS, INC. PROFIT SHARING AND SECTION 401(K) PLAN AND TRUST | 401k | $3.7M | 90 | 2024 | |
| 002 | J.L. ROGERS & CALLCOTT ENGINEERS, INC. LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $644K | 107 | 2025 |
Retirement plans