How big is Roland J. Robert Distributor, Inc.'s plan?

Roland J. Robert Distributor, Inc.'s plan reported $4.1M in assets and 163 participants for 2024.

Original filing (PDF)20250826155309NAL0004550147001

Roland J. Robert Distributor, Inc.

Name: Roland J. Robert Distributor, Inc. — Roland J., Form 5500 (2024)
Creator: Roland J. Robert Distributor, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roland J. Robert Distributor, Inc. 401(k) Plan

401(k) retirement plan · Roland J. Robert Distributor, Inc.'s Roland J. Robert Distributor, Inc. 401(k) Plan held $4.1M in plan assets for 163 participants in 2024.

Signals · 1

No auditor on file

Active participants

163

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Roland J. Robert Distributor, Inc.'s EIN is 72-0522149.

EIN 72-0522149

Plan number 001

Plan year 2024

ACK ID 20250826155309NAL0004550147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roland J. Robert Distributor, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROLAND J. ROBERT DISTRIBUTOR, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score