How big is Robertson Asset Group's plan?

Robertson Asset Group's plan reported $1.5M in assets and 15 participants for 2024.

Original filing (PDF)20250604100612NAL0008331667001

Robertson Asset Group

Name: Robertson Asset Group — Robertson Asset Group, Form 5500 (2024)
Creator: Robertson Asset Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robertson Asset Group Retirement Savings Plan

401(k) retirement plan · Robertson Asset Group's Robertson Asset Group Retirement Savings Plan held $1.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Mark Brinker signed Robertson Asset Group's 2024 Form 5500 as plan administrator.

Mark Brinker — 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

Robertson Asset Group's EIN is 38-1808890.

EIN 38-1808890

Plan number 001

Plan year 2024

ACK ID 20250604100612NAL0008331667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robertson Asset Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robertson Asset Group'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 ROBERTSON ASSET GROUP.

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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

Knocking points off