Sponsor portfolio
ROGAN & ASSOCIATES, INC.
EIN 65-0718838financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
19
200 9TH AVE NORTH, SUITE 150 - SAFETY HARBOR, FL 346953559727-712-3400roganfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROGAN & ASSOCIATES, INC. 401(K) PLAN | 401k | $3.0M | 19 | 2025 |
Retirement plans