Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROGER K. HILL & COMPANY, INC.
EIN 76-0202748Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
16
8816 RED OAK BLVD., SUITE 200 - CHARLOTTE, NC 28217704-424-5626
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M 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
ROGER K. HILL & COMPANY, INC. 401(K) PLAN
401k
Assets$3.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
ROGER K. HILL & COMPANY, INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROGER K. HILL & COMPANY, INC. 401(K) PLAN | 401k | $3.5M | 10 | 2025 | |
| 003 | ROGER K. HILL & COMPANY, INC. CASH BALANCE PLAN | CashBalance | $1.1M | 6 | 2025 |
Retirement plans