How big is Robert Joseph Group, LLC's plan?

Robert Joseph Group, LLC's plan reported $144K in assets and 13 participants for 2024.

Original filing (PDF)20250721200057NAL0002120208001

Robert Joseph Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Robert Joseph Group, LLC 401(k) Plan

401(k) retirement plan · Robert Joseph Group, LLC's Robert Joseph Group, LLC 401(k) Plan held $144K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

Mark Stein signed Robert Joseph Group, LLC's 2024 Form 5500 as plan administrator.

Mark Stein — 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 Joseph Group, LLC's EIN is 27-0813184.

EIN 27-0813184

Plan number 001

Plan year 2024

ACK ID 20250721200057NAL0002120208001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Joseph Group, LLC'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 ROBERT JOSEPH GROUP, 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