How big is Robert Roberts, LLC's plan?

Robert Roberts, LLC's plan reported $185K in assets and 7 participants for 2024.

Original filing (PDF)20250730100707NAL0004495969001

Robert Roberts, LLC

Name: Robert Roberts, LLC — Robert Roberts, LLC 401(k), Form 5500 (2024)
Creator: Robert Roberts, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Roberts, LLC 401(k) Plan

401(k) retirement plan · Robert Roberts, LLC's Robert Roberts, LLC 401(k) Plan held $185K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

Plan identifiers

Robert Roberts, LLC's EIN is 47-5286446.

EIN 47-5286446

Plan number 001

Plan year 2024

ACK ID 20250730100707NAL0004495969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Roberts, 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 ROBERT ROBERTS, 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