Original filing (PDF)20240617175505NAL0001465297001

ROBERTSON & ASSOCIATES, APC

Name: ROBERTSON & ASSOCIATES, APC — ROBERTSON & ASSOCIATES, APC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROBERTSON & ASSOCIATES, APC

Form 5500-SF

FILING_RECEIVED

ROBERTSON & ASSOCIATES, APC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTSON & ASSOCIATES, APC.

Plan sponsor

Name

ROBERTSON & ASSOCIATES, APC

EIN

27-3516496

Address

501 WEST BROADWAY STE A-400 · SAN DIEGO, CA · 92101

Phone

(619) 531-7000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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