ROBBINS FINANCIAL ADVISORY SER 401(k) Plan
What public Form 5500 filings show about the ROBBINS FINANCIAL ADVISORY SER 401(k) plan — and how to find and check your own account.
The ROBBINS FINANCIAL ADVISORY SER 401(k) on its latest Form 5500
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 $901K 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.
Who runs the ROBBINS FINANCIAL ADVISORY SER 401(k)?
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.
How to check your ROBBINS FINANCIAL ADVISORY SER 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ROBBINS FINANCIAL ADVISORY SER HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
