How big is Robert T. Varney & Associates, L.L.C.'s plan?

Robert T. Varney & Associates, L.L.C.'s plan reported $2.7M in assets and 7 participants for 2024.

Original filing (PDF)20250717104917NAL0000195714001

Robert T. Varney & Associates, L.L.C.

Name: Robert T. Varney & Associates, L.L.C. — Robert T., Form 5500 (2024)
Creator: Robert T. Varney & Associates, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert T. Varney & Associates, L.L.C. 401(k) Profit-Sharing Plan & Trust

401(k) retirement plan · Robert T. Varney & Associates, L.L.C.'s Robert T. Varney & Associates, L.L.C. 401(k) Profit-Sharing Plan & Trust held $2.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Robert Varney signed Robert T. Varney & Associates, L.L.C.'s 2024 Form 5500 as plan administrator.

Robert Varney — 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

Robert T. Varney & Associates, L.L.C.'s EIN is 37-1411800.

EIN 37-1411800

Plan number 001

Plan year 2024

ACK ID 20250717104917NAL0000195714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert T. Varney & Associates, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert T. Varney & Associates, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT T. VARNEY & ASSOCIATES, L.L.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ROBERT T. VARNEY & ASSOCIATES, L.L.C.

EIN

all filings

Address

205 NORTH MAIN STREET, SUITE 300 · BLOOMINGTON, IL · 61701

Phone

(309) 827-4444

Industry

Law Offices· Professional & Technical Services

Plan administrator