How big is Robinson Smith Wealth Advisors, LLC's plan?

Robinson Smith Wealth Advisors, LLC's plan reported $909K in assets and 8 participants for 2024.

Original filing (PDF)20250515155826NAL0013547155001

Robinson Smith Wealth Advisors, LLC

Name: Robinson Smith Wealth Advisors, LLC — Robinson Smith, Form 5500 (2024)
Creator: Robinson Smith Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robinson Smith Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Robinson Smith Wealth Advisors, LLC's Robinson Smith Wealth Advisors, LLC 401(k) Profit Sharing Plan held $909K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$909K

Net assets (EOY)

$909K

Plan identifiers

Robinson Smith Wealth Advisors, LLC's EIN is 46-1982703.

EIN 46-1982703

Plan number 001

Plan year 2024

ACK ID 20250515155826NAL0013547155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robinson Smith Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robinson Smith Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBINSON SMITH WEALTH ADVISORS, LLC.

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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