Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. MARK RODGERS, PA.
EIN 65-0485758legal servicesLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 7 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. MARK RODGERS, PA. 401(K) PLAN
401k
Assets$4.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. MARK RODGERS, PA. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.7M
Participants4
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. MARK RODGERS, PA. 401(K) PLAN | 401k | $4.2M | 3 | 2025 | |
| 002 | J. MARK RODGERS, PA. DEFINED BENEFIT PLAN | TraditionalDB | $3.7M | 4 | 2025 |
Retirement plans