How big is ROBB Financial's plan?

ROBB Financial's plan reported $562K in assets and 6 participants for 2024.

Original filing (PDF)20250722034228NAL0002288449001

ROBB Financial

Name: ROBB Financial — ROBB Financial 401(k) Plan, Form 5500 (2024)
Creator: ROBB Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROBB Financial 401(k) Plan

401(k) retirement plan · ROBB Financial's ROBB Financial 401(k) Plan held $562K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$562K

Net assets (EOY)

$562K

Plan identifiers

ROBB Financial's EIN is 04-3504344.

EIN 04-3504344

Plan number 001

Plan year 2024

ACK ID 20250722034228NAL0002288449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROBB Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROBB Financial'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 ROBB FINANCIAL.

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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 average account balance (90th percentile).

Plan sponsor

Name

ROBB FINANCIAL

EIN

all filings

Address

50 SALEM STREET · BUILDING A, SUITE 200 · LYNNFIELD, MA · 01940

Phone

(978) 839-0400

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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