How big is Robell Research, Inc.'s plan?

Robell Research, Inc.'s plan reported $180K in assets and 12 participants for 2024.

Original filing (PDF)20251010181456NAL0008566689001

Robell Research, Inc.

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

Form 5500-SF

FILING_RECEIVED

Robell Research, Inc. Employees Savings Plan

401(k) retirement plan · Robell Research, Inc.'s Robell Research, Inc. Employees Savings Plan held $180K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

Plan identifiers

Robell Research, Inc.'s EIN is 13-3687324.

EIN 13-3687324

Plan number 002

Plan year 2024

ACK ID 20251010181456NAL0008566689001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robell Research, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (94th percentile).

Plan sponsor

Name

ROBELL RESEARCH, INC.

EIN

all filings

Address

32 E 57TH STREET, 15TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 755-6577

Industry

Wholesale Trade

Plan administrator