How big is Fredrick B. Roberson Insurance Services, Inc.'s plan?

Fredrick B. Roberson Insurance Services, Inc.'s plan reported $1.4M in assets and 16 participants for 2024.

Original filing (PDF)20250625092839NAL0007957937001

Fredrick B. Roberson Insurance Services, Inc.

Name: Fredrick B. Roberson Insurance Services, Inc. — Form 5500 Plan 002 (2024)
Creator: Fredrick B. Roberson Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fredrick B. Roberson Insurance Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Fredrick B. Roberson Insurance Services, Inc.'s Fredrick B. Roberson Insurance Services, Inc. 401(k) Profit Sharing Plan held $1.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Fredrick B. Roberson Insurance Services, Inc.'s EIN is 68-0435115.

EIN 68-0435115

Plan number 002

Plan year 2024

ACK ID 20250625092839NAL0007957937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fredrick B. Roberson Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fredrick B. Roberson Insurance Services, Inc.'s plan includes profit-sharing, 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 FREDRICK B. ROBERSON INSURANCE SERVICES, INC..

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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