How big is Roberts Property Management's plan?

Roberts Property Management's plan reported $6K in assets and 13 participants for 2024.

Original filing (PDF)20250719092542NAL0004928290001

Roberts Property Management

Name: Roberts Property Management — Form 5500 (2024)
Creator: Roberts Property Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Roberts Property Management held $6K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Shirley Horner signed Roberts Property Management's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Roberts Property Management's EIN is 26-3662542.

EIN 26-3662542

Plan number 001

Plan year 2024

ACK ID 20250719092542NAL0004928290001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts Property Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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