How big is Robertson Design LLC's plan?

Robertson Design LLC's plan reported $273K in assets and 13 participants for 2024.

Original filing (PDF)20250626132735NAL0008617937001

Robertson Design LLC

Name: Robertson Design LLC — Cap EX Advisory Group 401(k), Form 5500 (2024)
Creator: Robertson Design LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cap EX Advisory Group 401(k) Plan

401(k) retirement plan · Robertson Design LLC's Cap EX Advisory Group 401(k) Plan held $273K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

Plan identifiers

Robertson Design LLC's EIN is 20-2977623.

EIN 20-2977623

Plan number 001

Plan year 2024

ACK ID 20250626132735NAL0008617937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robertson Design LLC'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 ROBERTSON DESIGN LLC.

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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