· 2022–2024 · DOL EFAST2

Shaun Roberts Associates, Ltd. — Shaun Roberts, Form 5500 (2022)

Original filing (PDF)20230712085528NAL0014460787001

Shaun Roberts Associates, Ltd.

Form 5500-SF

FILING_RECEIVED

Shaun Roberts Associates, Ltd. 401(k) Plan

401(k) retirement plan · Shaun Roberts Associates, Ltd.'s Shaun Roberts Associates, Ltd. 401(k) Plan held $251K in plan assets for 4 participants in 2022.

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

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

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHAUN ROBERTS ASSOCIATES, LTD.

Plan sponsor

Name

SHAUN ROBERTS ASSOCIATES, LTD

EIN

20-8465795all filings

Address

4355 HYLAN BLVD. · STATEN ISLAND, NY · 10312

Phone

(718) 967-1272

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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