How big is Robert William Company LLC's plan?

Robert William Company LLC's plan reported $512K in assets and 30 participants for 2024.

Original filing (PDF)20250702131140NAL0033072450001

Robert William Company LLC

Name: Robert William Company LLC — Robert William Company, Form 5500 (2024)
Creator: Robert William Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert William Company LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Robert William Company LLC's Robert William Company LLC 401(k) Profit Sharing Plan and Trust held $512K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

People on this filing

Marsha Spencer signed Robert William Company LLC's 2024 Form 5500 as plan administrator.

Marsha Spencer — 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

Robert William Company LLC's EIN is 20-3829035.

EIN 20-3829035

Plan number 001

Plan year 2024

ACK ID 20250702131140NAL0033072450001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert William Company 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 ROBERT WILLIAM COMPANY 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

Knocking points off