Original filing (PDF)20250603114206NAL0029492562001

ROBERT MASON D/B/A ROB THE PHONE DOCTOR

Name: ROBERT MASON D/B/A ROB THE PHONE DOCTOR — ROB THE PHONE DOCTOR 401(K), Form 5500 (2024)
Creator: ROBERT MASON D/B/A ROB THE PHONE DOCTOR

Form 5500-SF

FILING_RECEIVED

ROB THE PHONE DOCTOR 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$213K

Net assets (EOY)

$213K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT MASON D/B/A ROB THE PHONE DOCTOR.

Plan sponsor

Name

ROBERT MASON D/B/A ROB THE PHONE DOCTOR

EIN

20-8434985

Address

3916 CLEVELAND AVE. · FORT MEYERS, FL · 33901

Phone

(239) 910-0100

Industry

Manufacturingsee all

Plan administrator