How big is Robert B Aikens & Associates L's plan?

Robert B Aikens & Associates L's plan reported $1.2M in assets and 18 participants for 2024.

Original filing (PDF)20250709113702NAL0004734081001

Robert B Aikens & Associates L

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

Form 5500-SF

FILING_RECEIVED

Robert B Aikens & Associates L 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert B Aikens & Associates L's Robert B Aikens & Associates L 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Tracey L Yankee signed Robert B Aikens & Associates L's 2024 Form 5500 as plan administrator.

Tracey L Yankee — 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 B Aikens & Associates L's EIN is 38-3312814.

EIN 38-3312814

Plan number 001

Plan year 2024

ACK ID 20250709113702NAL0004734081001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert B Aikens & Associates L'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 B AIKENS & ASSOCIATES L.

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Plan health score

Above-average plan

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