How big is Robinson Financial's plan?

Robinson Financial's plan reported $356K in assets and 3 participants for 2024.

Original filing (PDF)20250718134606NAL0001834401001

Robinson Financial

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

Form 5500-SF

FILING_RECEIVED

Robinson Financial 401(k) Plan

401(k) retirement plan · Robinson Financial's Robinson Financial 401(k) Plan held $356K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

People on this filing

Marcus Bowie signed Robinson Financial's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Robinson Financial's EIN is 20-1714910.

EIN 20-1714910

Plan number 001

Plan year 2024

ACK ID 20250718134606NAL0001834401001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robinson 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 ROBINSON 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