How big is A. Roberts & Associates, LLC DBA Aclivity's plan?

A. Roberts & Associates, LLC DBA Aclivity's plan reported $196K in assets and 1 participants for 2022.

Original filing (PDF)20231016110922NAL0075513042001

A. Roberts & Associates, LLC DBA Aclivity

Name: A. Roberts & Associates, LLC DBA Aclivity — Form 5500 Plan 001 (2022)
Creator: A. Roberts & Associates, LLC DBA Aclivity
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aclivity 401(k) Plan

401(k) retirement plan · A. Roberts & Associates, LLC DBA Aclivity's Aclivity 401(k) Plan held $196K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

Plan identifiers

A. Roberts & Associates, LLC DBA Aclivity's EIN is 27-3556074.

EIN 27-3556074

Plan number 001

Plan year 2022

ACK ID 20231016110922NAL0075513042001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for A. Roberts & Associates, LLC DBA Aclivity from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

A. Roberts & Associates, LLC DBA Aclivity's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A. ROBERTS & ASSOCIATES, LLC DBA ACLIVITY.

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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