How big is Bill Robertson Auto Inc.'s plan?

Bill Robertson Auto Inc.'s plan reported $406K in assets and 34 participants for 2024.

Original filing (PDF)20250923144002NAL0006464033001

Bill Robertson Auto Inc.

Name: Bill Robertson Auto Inc. — Bill Robertson Auto Inc., Form 5500 (2024)
Creator: Bill Robertson Auto Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bill Robertson Auto Inc. 401(k) Plan

401(k) retirement plan · Bill Robertson Auto Inc.'s Bill Robertson Auto Inc. 401(k) Plan held $406K in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

Mandi Greenwood signed Bill Robertson Auto Inc.'s 2024 Form 5500 as plan administrator.

Mandi Greenwood — 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

Bill Robertson Auto Inc.'s EIN is 45-1998958.

EIN 45-1998958

Plan number 001

Plan year 2024

ACK ID 20250923144002NAL0006464033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bill Robertson Auto Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bill Robertson Auto Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BILL ROBERTSON AUTO 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