How big is Robert Brooke & Associates, Inc.'s plan?

Robert Brooke & Associates, Inc.'s plan reported $3.1M in assets and 9 participants for 2024.

Original filing (PDF)20250415092455NAL0005554976001

Robert Brooke & Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Robert Brooke & Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Robert Brooke & Associates, Inc.'s Robert Brooke & Associates, Inc. Profit Sharing Plan held $3.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Robert Brooke & Associates, Inc.'s EIN is 38-2928937.

EIN 38-2928937

Plan number 005

Plan year 2024

ACK ID 20250415092455NAL0005554976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Brooke & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Brooke & Associates, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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