How big is Robert Derector PE PC's plan?

Robert Derector PE PC's plan reported $34.4M in assets and 173 participants for 2024.

Original filing (PDF)20251014142937NAL0001504851001

Robert Derector PE PC

Name: Robert Derector PE PC — Robert Derector Associates, Form 5500 (2024)
Creator: Robert Derector PE PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Robert Derector Associates 401(k) Plan

401(k) retirement plan · Robert Derector PE PC's Robert Derector Associates 401(k) Plan held $34.4M in plan assets for 173 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

High average account balance

Active participants

173

Accounts w/ balance

218

Plan assets (EOY)

$34.4M

Net assets (EOY)

$34.4M

People on this filing

Kimberly S Holmberg signed Robert Derector PE PC's 2024 Form 5500 as plan administrator.

Kimberly S Holmberg — 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

Robert Derector PE PC's EIN is 13-3100690.

EIN 13-3100690

Plan number 001

Plan year 2024

ACK ID 20251014142937NAL0001504851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Derector PE PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Derector PE PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT DERECTOR PE PC.

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

ROBERT DERECTOR PE PC

EIN

all filings

Address

19 WEST 44TH STREET · 12TH FLOOR · NEW YORK, NY · 10036

Phone

(212) 764-7272

Industry

Engineering Services· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$21K	—

Investments

40 direct securities· $34.4M(100% of reported assets)

Other securities

$17.7M

17 holdings

Common Collective Trusts

$8.3M

2 holdings

Mutual Funds

$6.5M

16 holdings

U.S. Treasuries

$1.3M

2 holdings

Common Stocks

$655K

2 holdings

Participant loans

$48K

1 holding

					% of plan
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$7.9M	22.8%
T. Rowe Price All-Cap Opport Adv T. Rowe Price 0	Other securities	—	—	$4.1M	11.9%
BlackRock Liquidity FedFund Premier BlackRock 0	Other securities	—	—	$2.7M	7.9%
ClearBridge Large Cap Growth A Legg Mason 0	Other securities	—	—	$1.5M	4.4%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Mutual Funds	—	—	$1.3M	3.8%
GM Columbia Dividend Income A Columbia 0	Other securities	—	—	$1.1M	3.3%
GM American Eupac R4 American 0	Other securities	—	—	$1.1M	3.1%
GM T. Rowe Price All-Cap Opport Adv T. Rowe Price 0	Other securities	—	—	$1.1M	3.1%
GM Eaton Vance Atlanta Capital SMID-Cap Eaton Vance 0	Other securities	—	—	$1.0M	3.0%
GM Transamerica TS&W International Equit Transamerica 0	Other securities	—	—	$1.0M	2.9%
Eaton Vance Atlanta Capital SMID-Cap A Eaton Vance 0	Other securities	—	—	$917K	2.7%
American Funds Fundamental Inv R4 American Funds 0	Mutual Funds	—	—	$905K	2.6%
GM American Funds Bond Fund of Amer R4 American Funds 0	Mutual Funds	—	—	$885K	2.6%
GM JPMorgan Government Bond R3 JP Morgan 0	U.S. Treasuries	—	—	$838K	2.4%
American Eupac R4 American 0	Other securities	—	—	$811K	2.4%
Loomis Sayles Global Allocation A Loomis Sayles 0	Other securities	—	—	$672K	2.0%
Columbia Dividend Income A Columbia 0	Other securities	—	—	$648K	1.9%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Mutual Funds	—	—	$528K	1.5%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Mutual Funds	—	—	$513K	1.5%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Mutual Funds	—	—	$471K	1.4%
PGIM Jennison Small Company R4 Jennison 0	Common Stocks	—	—	$465K	1.4%
Victory Sycamore Small Comp Opport A Victory 0	Other securities	—	—	$461K	1.3%
Janus Henderson Balanced A Janus Henderson 0	Mutual Funds	—	—	$455K	1.3%
JPMorgan Government Bond R3 JP Morgan 0	U.S. Treasuries	—	—	$434K	1.3%
Vanguard FTSE All-World ex-US Idx Adm Vanguard 0	Common Collective Trusts	—	—	$387K	1.1%
Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$359K	1.0%
GM Victory Sycamore Small Comp Opport A Victory 0	Other securities	—	—	$309K	0.9%
American Funds Bond Fund of Amer R4 American Funds 0	Mutual Funds	—	—	$261K	0.8%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Mutual Funds	—	—	$260K	0.8%
GM PGIM Jennison Small Company R4 Jennison 0	Common Stocks	—	—	$190K	0.6%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Mutual Funds	—	—	$147K	0.4%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$113K	0.3%
Vanguard Total Bond Market Index Adm Vanguard 0	Mutual Funds	—	—	$107K	0.3%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Mutual Funds	—	—	$105K	0.3%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Mutual Funds	—	—	$101K	0.3%
GM BlackRock Liquidity FedFund Premier BlackRock 0	Other securities	—	—	$83K	0.2%
BlackRock High Yield Portfolio A BlackRock 0	Other securities	—	—	$78K	0.2%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$48K	0.1%
Transamerica TS&W International Equity A Transamerica 0	Other securities	—	—	$31K	<0.1%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Mutual Funds	—	—	$8K	<0.1%