Rogers, Clem & Company

Employee Benefit Plan Auditor

Covina, CA

About Rogers, Clem & Company

<p>Founded in 1995, Rogers, Clem &amp; Company is a CPA firm based in Covina in the eastern San Gabriel Valley of Los Angeles County. The firm works with businesses and individuals across the greater Los Angeles area.</p> <p>Rogers, Clem &amp; Company provides accounting, tax, and advisory services, with a focus on sorting out complex financial questions and putting clear recommendations in place. The team includes Andy R. Jones, CPA, who clients can contact directly for guidance.</p> <p>For employers that sponsor retirement plans, the firm also fits within the broader group of <a href="/retirement-plans">retirement plan providers</a>, supporting plan sponsors with financial reporting and related compliance needs tied to their plan operations.</p> <p>What sets the firm apart is its emphasis on precision and a hands-on client partnership style, so owners and individuals understand the numbers and the next steps.</p> <ul> <li>CPA firm founded in 1995</li> <li>Based in Covina, serving the greater Los Angeles region</li> <li>Accounting services for businesses and individuals</li> <li>Tax preparation and planning support</li> <li>Advisory work for complex financial issues</li> </ul>

Website: https://www.rogersclem.com/

Founded: 1995

Office Locations

  • Covina, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 19
  • Total AUM Audited: $335.6M
  • 401(k): 19 plans, $335.6M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
OREMOR MGMT. AND INVESTMENT CO. 401(K) RETIREMENT SAVINGS PLAN OREMOR MGMT. AND INVESTMENT CO., CA $93M 1,869
HOLLIDAY ROCK CO., INC. 401(K) PROFIT SHARING PLAN HOLLIDAY ROCK CO., INC., CA $35M 831
ZEREP MANAGEMENT CORPORATION 401(K) PLAN 168210-01 ZEREP MANAGEMENT CORPORATION, CA $23M 266
FRIENDLY FORD 401(K) RETIREMENT PLAN FRIENDLY FORD, NV $20M 489
COURTESY AUTOMOTIVE GROUP 401(K) PLAN COURTESY CHEVROLET, AZ $20M 657
401(k) Retirement Plan Healthcare Sponsor, CA $20M 363
401(k) Retirement Plan Manufacturing Sponsor, CA $18M 510
401(k) Retirement Plan Professional Services Sponsor, CA $13M 292
401(k) Retirement Plan Technology Sponsor, CA $12M 234

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