About Rogers, Clem & Company
<p>Founded in 1995, Rogers, Clem & 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 & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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