How big is Scott Robertson, LLC DBA Scott Robertson's plan?

Scott Robertson, LLC DBA Scott Robertson's plan reported $409K in assets and 23 participants for 2024.

Original filing (PDF)20250922155729NAL0005837088001

Scott Robertson, LLC DBA Scott Robertson

Name: Scott Robertson, LLC DBA Scott Robertson — Form 5500 Plan 001 (2024)
Creator: Scott Robertson, LLC DBA Scott Robertson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Robertson 401(k) Plan

401(k) retirement plan · Scott Robertson, LLC DBA Scott Robertson's Scott Robertson 401(k) Plan held $409K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$409K

Net assets (EOY)

$409K

People on this filing

Scott Robertson signed Scott Robertson, LLC DBA Scott Robertson's 2024 Form 5500 as plan administrator.

Scott Robertson — 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

Scott Robertson, LLC DBA Scott Robertson's EIN is 47-5426138.

EIN 47-5426138

Plan number 001

Plan year 2024

ACK ID 20250922155729NAL0005837088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off