Civic Intelligence

ROGER FERRIS & PARTNERS, L.L.C.

Plan context: ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN

EIN 06-1506995 • Westport, CT • 24 filings • 2 plans

11 Wilton RoadWestport, CT 06880
Current Snapshot

Latest Year

2025

2025 Participants

46

2025 Assets

$9,407,622

2025 Contributions

$423,371

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,407,622$4,703,811$0200220142025YearValue
$9,407,622Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

52260200220142025YearValue
46Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025146$9,407,622$423,371$9,204iApproximate average salary by contribution assumption: employee only about $230,093 at 4% or $153,395 at 6%; with 50% employer match about $153,395 at 4% or $102,264 at 6%; with 100% employer match about $115,046 at 4% or $76,698 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-46$9,407,622$423,371$9,204iApproximate average salary by contribution assumption: employee only about $230,093 at 4% or $153,395 at 6%; with 50% employer match about $153,395 at 4% or $102,264 at 6%; with 100% employer match about $115,046 at 4% or $76,698 at 6%.
2024147$8,187,288$493,777$10,506iApproximate average salary by contribution assumption: employee only about $262,647 at 4% or $175,098 at 6%; with 50% employer match about $175,098 at 4% or $116,732 at 6%; with 100% employer match about $131,324 at 4% or $87,549 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-47$8,187,288$493,777$10,506iApproximate average salary by contribution assumption: employee only about $262,647 at 4% or $175,098 at 6%; with 50% employer match about $175,098 at 4% or $116,732 at 6%; with 100% employer match about $131,324 at 4% or $87,549 at 6%.
2023147$6,971,835$431,290$9,176iApproximate average salary by contribution assumption: employee only about $229,410 at 4% or $152,940 at 6%; with 50% employer match about $152,940 at 4% or $101,960 at 6%; with 100% employer match about $114,705 at 4% or $76,470 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-47$6,971,835$431,290$9,176iApproximate average salary by contribution assumption: employee only about $229,410 at 4% or $152,940 at 6%; with 50% employer match about $152,940 at 4% or $101,960 at 6%; with 100% employer match about $114,705 at 4% or $76,470 at 6%.
2022152$5,544,396$430,984$8,288iApproximate average salary by contribution assumption: employee only about $207,204 at 4% or $138,136 at 6%; with 50% employer match about $138,136 at 4% or $92,091 at 6%; with 100% employer match about $103,602 at 4% or $69,068 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-52$5,544,396$430,984$8,288iApproximate average salary by contribution assumption: employee only about $207,204 at 4% or $138,136 at 6%; with 50% employer match about $138,136 at 4% or $92,091 at 6%; with 100% employer match about $103,602 at 4% or $69,068 at 6%.
2021140$6,107,436$561,897$14,047iApproximate average salary by contribution assumption: employee only about $351,186 at 4% or $234,124 at 6%; with 50% employer match about $234,124 at 4% or $156,083 at 6%; with 100% employer match about $175,593 at 4% or $117,062 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-40$6,107,436$561,897$14,047iApproximate average salary by contribution assumption: employee only about $351,186 at 4% or $234,124 at 6%; with 50% employer match about $234,124 at 4% or $156,083 at 6%; with 100% employer match about $175,593 at 4% or $117,062 at 6%.
2020140$5,930,703$342,067$8,552iApproximate average salary by contribution assumption: employee only about $213,792 at 4% or $142,528 at 6%; with 50% employer match about $142,528 at 4% or $95,019 at 6%; with 100% employer match about $106,896 at 4% or $71,264 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-40$5,930,703$342,067$8,552iApproximate average salary by contribution assumption: employee only about $213,792 at 4% or $142,528 at 6%; with 50% employer match about $142,528 at 4% or $95,019 at 6%; with 100% employer match about $106,896 at 4% or $71,264 at 6%.
2019138$5,034,574$556,689$14,650iApproximate average salary by contribution assumption: employee only about $366,243 at 4% or $244,162 at 6%; with 50% employer match about $244,162 at 4% or $162,775 at 6%; with 100% employer match about $183,121 at 4% or $122,081 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-38$5,034,574$556,689$14,650iApproximate average salary by contribution assumption: employee only about $366,243 at 4% or $244,162 at 6%; with 50% employer match about $244,162 at 4% or $162,775 at 6%; with 100% employer match about $183,121 at 4% or $122,081 at 6%.
2018138$4,019,203$412,579$10,857iApproximate average salary by contribution assumption: employee only about $271,434 at 4% or $180,956 at 6%; with 50% employer match about $180,956 at 4% or $120,637 at 6%; with 100% employer match about $135,717 at 4% or $90,478 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-38$4,019,203$412,579$10,857iApproximate average salary by contribution assumption: employee only about $271,434 at 4% or $180,956 at 6%; with 50% employer match about $180,956 at 4% or $120,637 at 6%; with 100% employer match about $135,717 at 4% or $90,478 at 6%.
2017139$3,989,451$302,316$7,752iApproximate average salary by contribution assumption: employee only about $193,792 at 4% or $129,195 at 6%; with 50% employer match about $129,195 at 4% or $86,130 at 6%; with 100% employer match about $96,896 at 4% or $64,597 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-39$3,989,451$302,316$7,752iApproximate average salary by contribution assumption: employee only about $193,792 at 4% or $129,195 at 6%; with 50% employer match about $129,195 at 4% or $86,130 at 6%; with 100% employer match about $96,896 at 4% or $64,597 at 6%.
2016134$3,231,740$265,373$7,805iApproximate average salary by contribution assumption: employee only about $195,127 at 4% or $130,085 at 6%; with 50% employer match about $130,085 at 4% or $86,723 at 6%; with 100% employer match about $97,564 at 4% or $65,042 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-34$3,231,740$265,373$7,805iApproximate average salary by contribution assumption: employee only about $195,127 at 4% or $130,085 at 6%; with 50% employer match about $130,085 at 4% or $86,723 at 6%; with 100% employer match about $97,564 at 4% or $65,042 at 6%.
2015131$3,682,049$261,824$8,446iApproximate average salary by contribution assumption: employee only about $211,148 at 4% or $140,766 at 6%; with 50% employer match about $140,766 at 4% or $93,844 at 6%; with 100% employer match about $105,574 at 4% or $70,383 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-31$3,682,049$261,824$8,446iApproximate average salary by contribution assumption: employee only about $211,148 at 4% or $140,766 at 6%; with 50% employer match about $140,766 at 4% or $93,844 at 6%; with 100% employer match about $105,574 at 4% or $70,383 at 6%.
2014129$3,514,953$238,496$8,224iApproximate average salary by contribution assumption: employee only about $205,600 at 4% or $137,067 at 6%; with 50% employer match about $137,067 at 4% or $91,378 at 6%; with 100% employer match about $102,800 at 4% or $68,533 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-29$3,514,953$238,496$8,224iApproximate average salary by contribution assumption: employee only about $205,600 at 4% or $137,067 at 6%; with 50% employer match about $137,067 at 4% or $91,378 at 6%; with 100% employer match about $102,800 at 4% or $68,533 at 6%.
2013133$3,444,714$223,198$6,764iApproximate average salary by contribution assumption: employee only about $169,089 at 4% or $112,726 at 6%; with 50% employer match about $112,726 at 4% or $75,151 at 6%; with 100% employer match about $84,545 at 4% or $56,363 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-33$3,444,714$223,198$6,764iApproximate average salary by contribution assumption: employee only about $169,089 at 4% or $112,726 at 6%; with 50% employer match about $112,726 at 4% or $75,151 at 6%; with 100% employer match about $84,545 at 4% or $56,363 at 6%.
2012135$2,791,849$268,365$7,668iApproximate average salary by contribution assumption: employee only about $191,689 at 4% or $127,793 at 6%; with 50% employer match about $127,793 at 4% or $85,195 at 6%; with 100% employer match about $95,845 at 4% or $63,896 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-35$2,791,849$268,365$7,668iApproximate average salary by contribution assumption: employee only about $191,689 at 4% or $127,793 at 6%; with 50% employer match about $127,793 at 4% or $85,195 at 6%; with 100% employer match about $95,845 at 4% or $63,896 at 6%.
2011140$2,326,552$210,747$5,269iApproximate average salary by contribution assumption: employee only about $131,717 at 4% or $87,811 at 6%; with 50% employer match about $87,811 at 4% or $58,541 at 6%; with 100% employer match about $65,858 at 4% or $43,906 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-40$2,326,552$210,747$5,269iApproximate average salary by contribution assumption: employee only about $131,717 at 4% or $87,811 at 6%; with 50% employer match about $87,811 at 4% or $58,541 at 6%; with 100% employer match about $65,858 at 4% or $43,906 at 6%.
2010141$2,197,618$153,480$3,743iApproximate average salary by contribution assumption: employee only about $93,585 at 4% or $62,390 at 6%; with 50% employer match about $62,390 at 4% or $41,593 at 6%; with 100% employer match about $46,793 at 4% or $31,195 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-41$2,197,618$153,480$3,743iApproximate average salary by contribution assumption: employee only about $93,585 at 4% or $62,390 at 6%; with 50% employer match about $62,390 at 4% or $41,593 at 6%; with 100% employer match about $46,793 at 4% or $31,195 at 6%.
2009139$1,814,092$173,706$4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401(K) PLAN-39$1,814,092$173,706$4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%.
2008131$1,279,691$201,328$6,494iApproximate average salary by contribution assumption: employee only about $162,361 at 4% or $108,241 at 6%; with 50% employer match about $108,241 at 4% or $72,161 at 6%; with 100% employer match about $81,181 at 4% or $54,120 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401K PLAN-31$1,279,691$201,328$6,494iApproximate average salary by contribution assumption: employee only about $162,361 at 4% or $108,241 at 6%; with 50% employer match about $108,241 at 4% or $72,161 at 6%; with 100% employer match about $81,181 at 4% or $54,120 at 6%.
2007135$1,760,880$424,676$12,134iApproximate average salary by contribution assumption: employee only about $303,340 at 4% or $202,227 at 6%; with 50% employer match about $202,227 at 4% or $134,818 at 6%; with 100% employer match about $151,670 at 4% or $101,113 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401K PLAN-35$1,760,880$424,676$12,134iApproximate average salary by contribution assumption: employee only about $303,340 at 4% or $202,227 at 6%; with 50% employer match about $202,227 at 4% or $134,818 at 6%; with 100% employer match about $151,670 at 4% or $101,113 at 6%.
2006137$1,247,604$186,475$5,040iApproximate average salary by contribution assumption: employee only about $125,997 at 4% or $83,998 at 6%; with 50% employer match about $83,998 at 4% or $55,998 at 6%; with 100% employer match about $62,998 at 4% or $41,999 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401K PLAN-37$1,247,604$186,475$5,040iApproximate average salary by contribution assumption: employee only about $125,997 at 4% or $83,998 at 6%; with 50% employer match about $83,998 at 4% or $55,998 at 6%; with 100% employer match about $62,998 at 4% or $41,999 at 6%.
2005130$950,243$158,156$5,272iApproximate average salary by contribution assumption: employee only about $131,797 at 4% or $87,864 at 6%; with 50% employer match about $87,864 at 4% or $58,576 at 6%; with 100% employer match about $65,898 at 4% or $43,932 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401K PLAN-30$950,243$158,156$5,272iApproximate average salary by contribution assumption: employee only about $131,797 at 4% or $87,864 at 6%; with 50% employer match about $87,864 at 4% or $58,576 at 6%; with 100% employer match about $65,898 at 4% or $43,932 at 6%.
2004127$796,961$152,200$5,637iApproximate average salary by contribution assumption: employee only about $140,926 at 4% or $93,951 at 6%; with 50% employer match about $93,951 at 4% or $62,634 at 6%; with 100% employer match about $70,463 at 4% or $46,975 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401K PLAN-27$796,961$152,200$5,637iApproximate average salary by contribution assumption: employee only about $140,926 at 4% or $93,951 at 6%; with 50% employer match about $93,951 at 4% or $62,634 at 6%; with 100% employer match about $70,463 at 4% or $46,975 at 6%.
2003132$588,653$119,613$3,738iApproximate average salary by contribution assumption: employee only about $93,448 at 4% or $62,298 at 6%; with 50% employer match about $62,298 at 4% or $41,532 at 6%; with 100% employer match about $46,724 at 4% or $31,149 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401K PLAN-32$588,653$119,613$3,738iApproximate average salary by contribution assumption: employee only about $93,448 at 4% or $62,298 at 6%; with 50% employer match about $62,298 at 4% or $41,532 at 6%; with 100% employer match about $46,724 at 4% or $31,149 at 6%.
2002125$405,666$99,138$3,966iApproximate average salary by contribution assumption: employee only about $99,138 at 4% or $66,092 at 6%; with 50% employer match about $66,092 at 4% or $44,061 at 6%; with 100% employer match about $49,569 at 4% or $33,046 at 6%.
ROGER FERRIS & PARTNERS, L.L.C. 401K PLAN-25$405,666$99,138$3,966iApproximate average salary by contribution assumption: employee only about $99,138 at 4% or $66,092 at 6%; with 50% employer match about $66,092 at 4% or $44,061 at 6%; with 100% employer match about $49,569 at 4% or $33,046 at 6%.