ROGERS WEALTH GROUP, INC.
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #1995 of mapped providers
Assets under administration$183M0.0%Market share · rank #6449
Fees received$533,435Median $90,652/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ROGERS WEALTH GROUP, INC. plan look like?
Service mix · median fees per plan
Count of plans where ROGERS WEALTH GROUP, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Named fiduciary; Participant loan processing; Recordkeeping fees; Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 5 | $90,652 |
Competitor overlap
Percent of ROGERS WEALTH GROUP, INC.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ROGERS WEALTH GROUP, INC..
| Sponsor | From | Assets |
|---|---|---|
HOSPICE OF THE CHESAPEAKE, INC.MD · 521181448-002 | MUTUAL OF AMERICA INVESTMENT CORP | $15M |
Plans lost in 2024
Appeared last year under ROGERS WEALTH GROUP, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
FIRSTCASH HOLDINGS, INC.TX · 873920732-001 | LPL FINANCIAL | $191M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HUITT-ZOLLARS, INC.TX · 751500178-002 | $79M | 745 | $268,636 | 10y | - |
PRITCHARD & ABBOTT, INC.TX · 751782738-003 | $49M | 174 | $103,508 | 10y | - |
THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHAOK · 730181535-002 | $37M | 204 | $25,760 | 10y | - |
HOSPICE OF THE CHESAPEAKE, INC.MD · 521181448-002 | $15M | 635 | $90,652 | 1y | - |
WILLBANKS METALS INCTX · 752436310-002 | $3M | 181 | $44,879 | 2y | 2 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into ROGERS WEALTH GROUP, INC..
- ROGERS CASEY INC
- ROGERS FINANCIAL
- ROGERS FINANCIAL GROUP
- ROGERS FINANCIAL GROUP INC
- ROGERS FINANCIAL GROUP, LLC
- ROGERS HUBER & ASSOCIATES
- ROGERS SULESKI AND ASSOCS, LLC
- ROGERS WEALTH GROUP
- ROGERS WEALTH GROUP INC
- ROGERS WEALTH GROUP, INC
- ROGERS WEALTH GROUP, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ROGERS WEALTH GROUP, INC.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 20.00% | 26.94% | -6.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ROGERS WEALTH GROUP, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent