Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROGER & JAMES
EIN 93-3836147Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$5.6M assets
Welfare
0
Participants
63
1312 S COLLEGE AVE - TAMPA, FL 33625970-482-4322
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.6M assets / 63 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
MARCH, OLIVE & PHARRIS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
ROGER & COMPANY 401(K) PLAN
401k
Assets$1.5M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROGER & JAMES, INC. CASH BALANCE PLAN
CashBalance
Assets$808K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARCH, OLIVE & PHARRIS, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.3M | 8 | 2025 | |
| 003 | ROGER & COMPANY 401(K) PLAN | 401k | $1.5M | 21 | 2025 | |
| 002 | ROGER & JAMES, INC. CASH BALANCE PLAN | CashBalance | $808K | 34 | 2025 |
Retirement plans