Original filing (PDF)20250718134602NAL0001899777001

ROB MARTIN & ASSOC. LLC

Name: ROB MARTIN & ASSOC. LLC — ROBERT MARTIN ALLSTATE INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: ROB MARTIN & ASSOC. LLC

Form 5500-SF

FILING_RECEIVED

ROBERT MARTIN ALLSTATE INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 ROB MARTIN & ASSOC. LLC.

Plan sponsor

Name

ROB MARTIN & ASSOC. LLC

EIN

27-3101000all filings

Address

2077 STATE ROUTE 534 · SOUTHINGTON, OH · 44470

Phone

(330) 847-0074

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

THOMAS JONES AGENCY INC

THOMAS JONES AGENCY INC 401(K)

$37K · 3 participants

VAULT INSURANCE & INVESTMENTS

VAULT 401(K) PLAN

$37K · 3 participants

BRANDON REDFERN STATE FARM AGENCY

REDFERN SOLUTIONS 401(K) PLAN

$37K · 4 participants

ZIMMERMAN AND ASSOCIATES LLC

ZIMMERMAN AND ASSOCIATES 401(K) PLAN

$37K · 4 participants

M CARLSON INSURANCE AND FINANCIAL SERVICES INC

M CARLSON INSURANCE AND FINANCIAL SERVICES INC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.