· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBINSON AND PLANTE, PC — ROBINSON AND PLANTE, PC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250331113111NAL0011044722001
ROBINSON AND PLANTE, PC
Form 5500-SF
FILING_RECEIVED
ROBINSON AND PLANTE, PC 401(K) PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
13
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBINSON AND PLANTE, PC
.
Find decision makers
Plan sponsor
Name
ROBINSON AND PLANTE, PC
EIN
20-1771581
Address
970 TRINITY ROAD · RALEIGH, NC · 27607
Phone
(919) 859-6030
Industry
Professional & Technical Services
see all
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
2025-03-31
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
Related plans
Similar-size Professional & Technical Services plans
COLONIAL LAND SURVEYING CO INC
COLONIAL LAND SURVEYING CO INC 401(K) PROFIT SHARING PLAN & TRUST
$999K · 4 participants
SLIGER & ASSOCIATES, INC.
SLIGER & ASSOCIATES, INC. 401(K) PLAN
$995K · 21 participants
PATRICK & ASSOCIATES INC
PATRICK & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
$994K · 18 participants
AETHON AERIAL US CORP
AETHON AERIAL US 401(K) PLAN
$1.0M · 18 participants
D. WOOLLEY & ASSOCIATES, INC.
D. WOOLLEY & ASSOCIATES, INC. 401(K) PS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$991K · 18 participants
ERSOY BRAKE APPLEYARD ARCHITECTS, P. A.
ERSOY BRAKE APPLEYARD ARCHITECTS, P. A. PROFIT SHARING PLAN
$974K · 3 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
