How big is James W. Robey MD LLC PS Plan's plan?

James W. Robey MD LLC PS Plan's plan reported $3.1M in assets for 2025.

Original filing (PDF)20260511093008NAL0011694370001

James W. Robey MD LLC PS Plan

Name: James W. Robey MD LLC PS Plan — Form 5500 (2025)
Creator: James W. Robey MD LLC PS Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · James W. Robey MD LLC PS Plan reported $3.1M in plan assets in 2025.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

James R. Robey signed James W. Robey MD LLC PS Plan's 2025 Form 5500 as plan administrator.

James R. Robey — 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

James W. Robey MD LLC PS Plan's EIN is 52-2136248.

EIN 52-2136248

Plan number 002

Plan year 2025

ACK ID 20260511093008NAL0011694370001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James W. Robey MD LLC PS Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James W. Robey MD LLC PS Plan's plan includes money-purchase contributions, profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES W. ROBEY MD LLC PS PLAN.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score