How big is Roberts & Associates LLC.'s plan?

Roberts & Associates LLC.'s plan reported $404K in assets and 9 participants for 2024.

Original filing (PDF)20250610200316NAL0013345507001

Roberts & Associates LLC.

Name: Roberts & Associates LLC. — Roberts & Associates, Form 5500 (2024)
Creator: Roberts & Associates LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts & Associates LLC. 401(k) Plan

401(k) retirement plan · Roberts & Associates LLC.'s Roberts & Associates LLC. 401(k) Plan held $404K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

People on this filing

Shirley Horner signed Roberts & Associates LLC.'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 & Associates LLC.'s EIN is 32-0672089.

EIN 32-0672089

Plan number 001

Plan year 2024

ACK ID 20250610200316NAL0013345507001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts & Associates LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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