How big is Steven Roberts' plan?

Steven Roberts' plan reported $26K in assets and 1 participants for 2024.

Original filing (PDF)20250426120113NAL0010083585001

Steven Roberts

Name: Steven Roberts — Steven Roberts 401(k) Plan, Form 5500 (2024)
Creator: Steven Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven Roberts 401(k) Plan

401(k) retirement plan · Steven Roberts' Steven Roberts 401(k) Plan held $26K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Steven Roberts signed Steven Roberts' 2024 Form 5500 as plan administrator.

Steven Roberts — 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

Steven Roberts' EIN is 26-0931889.

EIN 26-0931889

Plan number 001

Plan year 2024

ACK ID 20250426120113NAL0010083585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Steven Roberts' 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 STEVEN ROBERTS.

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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

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

Plan sponsor

Name

STEVEN ROBERTS

EIN

all filings

Address

3555 BRIDGESHAW DRIVE · CUMMING, GA · 30028

Phone

(770) 855-9380

Industry

Retail Trade

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

2025-04-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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