What public Form 5500 filings show about the Robbins Financial Advisory SER 401(k) plan — and how to find and check your own account.
Robbins Financial Advisory SER (EIN 25-1640181) reports ROBBINS FINANCIAL ADVISORY SER 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.1M in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Robbins Financial Advisory SER filing — schedules, fees, and providers.
Robbins Financial Advisory SER’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Robbins Financial Advisory SERHR for the recordkeeper’s name and login.
