How big is Hall Roberts' SON, Inc.'s plan?

Hall Roberts' SON, Inc.'s plan reported $2.8M in assets and 33 participants for 2024.

Original filing (PDF)20250924122609NAL0007543009001

Hall Roberts' SON, Inc.

Name: Hall Roberts' SON, Inc. — Hall Roberts' SON, Inc., Form 5500 (2024)
Creator: Hall Roberts' SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hall Roberts' SON, Inc. 401(k) Plan

401(k) retirement plan · Hall Roberts' SON, Inc.'s Hall Roberts' SON, Inc. 401(k) Plan held $2.8M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Sheila Burgin signed Hall Roberts' SON, Inc.'s 2024 Form 5500 as plan administrator.

Sheila Burgin — 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

Hall Roberts' SON, Inc.'s EIN is 42-0644038.

EIN 42-0644038

Plan number 001

Plan year 2024

ACK ID 20250924122609NAL0007543009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hall Roberts' SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hall Roberts' SON, 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 HALL ROBERTS' SON, 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