How big is David Roberts Consulting, LLC's plan?

David Roberts Consulting, LLC's plan reported $95K in assets and 71 participants for 2024.

Original filing (PDF)20251002071344NAL0000117379001

David Roberts Consulting, LLC

Name: David Roberts Consulting, LLC — David Roberts, Form 5500 (2024)
Creator: David Roberts Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Roberts Consulting, LLC 401(k) Plan

401(k) retirement plan · David Roberts Consulting, LLC's David Roberts Consulting, LLC 401(k) Plan held $95K in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

People on this filing

Alyssa Chellew signed David Roberts Consulting, LLC's 2024 Form 5500 as plan administrator.

Alyssa Chellew — 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

David Roberts Consulting, LLC's EIN is 46-0868747.

EIN 46-0868747

Plan number 001

Plan year 2024

ACK ID 20251002071344NAL0000117379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Roberts Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Roberts Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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