Original filing (PDF)20250820115743NAL0005557248001

ROBERT M. SWEDROE ARCHITECTS AND PLANNERS, P.A.

Name: ROBERT M. SWEDROE ARCHITECTS AND PLANNERS, P.A. — ROBERT M. SWEDROE ARCHITECTS 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT M. SWEDROE ARCHITECTS AND PLANNERS, P.A.

Form 5500-SF

FILING_RECEIVED

ROBERT M. SWEDROE ARCHITECTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT M. SWEDROE ARCHITECTS AND PLANNERS, P.A..

Plan sponsor

Name

ROBERT M. SWEDROE ARCHITECTS AND PLANNERS, P.A.

EIN

59-1498108

Address

12000 BISCAYNE BLVD., SUITE 200 · MIAMI, FL · 33181

Phone

(305) 891-2555

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

OFFENHAUSER MEKEEL ARCHITECTS INC.

OFFENHAUSER MEKEEL ARCHITECTS, INC. PROFIT SHARING PLAN

$3.6M · 3 participants

ABRAMSON ARCHITECTS, INC.

ABRAMSON ARCHITECTS, INC. 401(K) PLAN

$3.6M · 37 participants

D. STANLEY DIXON ARCHITECTS, INC

D. STANLEY DIXON ARCHITECT 401(K) PLAN

$3.6M · 22 participants

K4 ARCHITECTURE LLC

K4 ARCHITECTURE 401K PROFIT SHARING PLAN

$3.6M · 43 participants

JENSEN PARTNERS LLC

JENSEN PARTNERS 401(K) RETIREMENT PLAN