How big is Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.'s plan?

Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.'s plan reported $2.7M in assets and 23 participants for 2024.

Original filing (PDF)20250818164619NAL0001388737001

Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.

Name: Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. — Form 5500 Plan 005 (2024)
Creator: Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Cash Balance Pension Plan

Defined-benefit pension plan · Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.'s Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. Cash Balance Pension Plan held $2.7M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.'s EIN is 36-2850001.

EIN 36-2850001

Plan number 005

Plan year 2024

ACK ID 20250818164619NAL0001388737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robbins, Schwartz, Nicholas, Lifton & Taylor, Ltd.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBBINS, SCHWARTZ, NICHOLAS, LIFTON & TAYLOR, LTD..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score