How big is Wayne A. Roberts Insurance Agency's plan?

Wayne A. Roberts Insurance Agency's plan reported $6.4M in assets and 15 participants for 2024.

Original filing (PDF)20250723071958NAL0003739665001

Wayne A. Roberts Insurance Agency

Name: Wayne A. Roberts Insurance Agency — Wayne A. Roberts, Form 5500 (2024)
Creator: Wayne A. Roberts Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wayne A. Roberts Insurance Agency 401(k) Profit Sharing Plan

401(k) retirement plan · Wayne A. Roberts Insurance Agency's Wayne A. Roberts Insurance Agency 401(k) Profit Sharing Plan held $6.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Wayne a Roberts signed Wayne A. Roberts Insurance Agency's 2024 Form 5500 as plan administrator.

Wayne a Roberts — 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

Wayne A. Roberts Insurance Agency's EIN is 20-1348021.

EIN 20-1348021

Plan number 001

Plan year 2024

ACK ID 20250723071958NAL0003739665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wayne A. Roberts Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wayne A. Roberts Insurance Agency'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 WAYNE A. ROBERTS INSURANCE AGENCY.

Finding similar companies…

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