How big is McRoberts & Hartis PC's plan?

McRoberts & Hartis PC's plan reported $490K in assets and 7 participants for 2024.

Original filing (PDF)20250617122015NAL0001606705001

McRoberts & Hartis PC

Name: McRoberts & Hartis PC — McRoberts & Hartis PC 401(k), Form 5500 (2024)
Creator: McRoberts & Hartis PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McRoberts & Hartis PC 401(k) Profit Sharing Plan

401(k) retirement plan · McRoberts & Hartis PC's McRoberts & Hartis PC 401(k) Profit Sharing Plan held $490K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

People on this filing

Jackie Hartis signed McRoberts & Hartis PC's 2024 Form 5500 as plan administrator.

Jackie Hartis — 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

McRoberts & Hartis PC's EIN is 43-1713284.

EIN 43-1713284

Plan number 001

Plan year 2024

ACK ID 20250617122015NAL0001606705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McRoberts & Hartis PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McRoberts & Hartis PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCROBERTS & HARTIS PC.

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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