How big is Andrew Roberts, Inc.'s plan?

Andrew Roberts, Inc.'s plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250612094331NAL0014659619001

Andrew Roberts, Inc.

Name: Andrew Roberts, Inc. — Andrew Roberts, Inc. Profit, Form 5500 (2024)
Creator: Andrew Roberts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew Roberts, Inc. Profit Sharing Trust

401(k) retirement plan · Andrew Roberts, Inc.'s Andrew Roberts, Inc. Profit Sharing Trust held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Andrew Keane signed Andrew Roberts, Inc.'s 2024 Form 5500 as plan administrator.

Andrew Keane — 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

Andrew Roberts, Inc.'s EIN is 04-2392530.

EIN 04-2392530

Plan number 001

Plan year 2024

ACK ID 20250612094331NAL0014659619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrew Roberts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrew Roberts, Inc.'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 ANDREW ROBERTS, INC..

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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