How big is Robert J. Robertory's plan?

Robert J. Robertory's plan reported $2.7M in assets and 3 participants for 2024.

Original filing (PDF)20250723145137NAL0009000466001

Robert J. Robertory

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

Form 5500-SF

FILING_RECEIVED

Robert J. Robertory 401(k) Plan

401(k) retirement plan · Robert J. Robertory's Robert J. Robertory 401(k) Plan held $2.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Rob Robertory signed Robert J. Robertory's 2024 Form 5500 as plan administrator.

Rob Robertory — 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

Robert J. Robertory's EIN is 54-1629624.

EIN 54-1629624

Plan number 001

Plan year 2024

ACK ID 20250723145137NAL0009000466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert J. Robertory's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 J. ROBERTORY.

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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