How big is Robert J. Eldred, CFP's plan?

Robert J. Eldred, CFP's plan reported $2.7M in assets and 1 participants for 2025.

Original filing (PDF)20260217104138NAL0006072961001

Robert J. Eldred, CFP

Name: Robert J. Eldred, CFP — Robert J. Eldred, CFP 401(k), Form 5500 (2025)
Creator: Robert J. Eldred, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert J. Eldred, CFP 401(k) P/S Plan

401(k) retirement plan · Robert J. Eldred, CFP's Robert J. Eldred, CFP 401(k) P/S Plan held $2.7M in plan assets for 1 participants in 2025.

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

Robert Eldred signed Robert J. Eldred, CFP's 2025 Form 5500 as plan administrator.

Robert Eldred — 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. Eldred, CFP's EIN is 68-0348911.

EIN 68-0348911

Plan number 001

Plan year 2025

ACK ID 20260217104138NAL0006072961001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert J. Eldred, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert J. Eldred, CFP'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 ROBERT J. ELDRED, CFP.

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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