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

H. Robert Anderson & Associates, Inc.'s plan reported $2.6M in assets and 6 participants for 2024.

Original filing (PDF)20250609071235NAL0010834307001

H. Robert Anderson & Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

H. Robert Anderson 401(k) Plan

401(k) retirement plan · H. Robert Anderson & Associates, Inc.'s H. Robert Anderson 401(k) Plan held $2.6M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Theresa M. Anderson signed H. Robert Anderson & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Theresa M. Anderson — 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

H. Robert Anderson & Associates, Inc.'s EIN is 41-1446486.

EIN 41-1446486

Plan number 003

Plan year 2024

ACK ID 20250609071235NAL0010834307001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

H. Robert Anderson & Associates, Inc.'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 H. ROBERT ANDERSON & ASSOCIATES, INC..

Finding similar companies…

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