How big is Allard + Roberts Interior Design's plan?

Allard + Roberts Interior Design's plan reported $175K in assets and 5 participants for 2024.

Original filing (PDF)20250428131224NAL0028338050001

Allard + Roberts Interior Design

Name: Allard + Roberts Interior Design — Allard + Roberts, Form 5500 (2024)
Creator: Allard + Roberts Interior Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allard + Roberts Interior Design 401(k) Plan

401(k) retirement plan · Allard + Roberts Interior Design's Allard + Roberts Interior Design 401(k) Plan held $175K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

Talli Roberts signed Allard + Roberts Interior Design's 2024 Form 5500 as plan administrator.

Talli Roberts — 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

Allard + Roberts Interior Design's EIN is 43-3196353.

EIN 43-3196353

Plan number 001

Plan year 2024

ACK ID 20250428131224NAL0028338050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allard + Roberts Interior Design from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allard + Roberts Interior Design's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLARD + ROBERTS INTERIOR DESIGN.

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ALLARD + ROBERTS INTERIOR DESIGN

EIN

all filings

Address

59 CHARLOTTE STREET · ASHVILLE, NC · 28801

Phone

(828) 271-4350

Industry

Professional & Technical Services

Plan administrator