How big is Dr. Douglas Robertson, P.L.L.C.'s plan?

Dr. Douglas Robertson, P.L.L.C.'s plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250807143926NAL0005141616001

Dr. Douglas Robertson, P.L.L.C.

Name: Dr. Douglas Robertson, P.L.L.C. — Dr. Douglas, Form 5500 (2024)
Creator: Dr. Douglas Robertson, P.L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Douglas Robertson, P.L.L.C. Retirement Plan

401(k) retirement plan · Dr. Douglas Robertson, P.L.L.C.'s Dr. Douglas Robertson, P.L.L.C. Retirement Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Douglas Robertson signed Dr. Douglas Robertson, P.L.L.C.'s 2024 Form 5500 as plan administrator.

Douglas Robertson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. Douglas Robertson, P.L.L.C.'s EIN is 01-0904503.

EIN 01-0904503

Plan number 001

Plan year 2024

ACK ID 20250807143926NAL0005141616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Douglas Robertson, P.L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Douglas Robertson, P.L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. DOUGLAS ROBERTSON, P.L.L.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

DR. DOUGLAS ROBERTSON, P.L.L.C.

EIN

all filings

Address

1025 MAIN STREET, #604 · WHEELING, WV · 26003

Phone

(304) 233-4851

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator