How big is A. E. Robertson, Inc.'s plan?

A. E. Robertson, Inc.'s plan reported $662K in assets and 9 participants for 2024.

Original filing (PDF)20250820135704NAL0005702144001

A. E. Robertson, Inc.

Name: A. E. Robertson, Inc. — A. E. Robertson, Inc. 401(k), Form 5500 (2024)
Creator: A. E. Robertson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A. E. Robertson, Inc. 401(k) Plan

401(k) retirement plan · A. E. Robertson, Inc.'s A. E. Robertson, Inc. 401(k) Plan held $662K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

Plan identifiers

A. E. Robertson, Inc.'s EIN is 72-0822756.

EIN 72-0822756

Plan number 001

Plan year 2024

ACK ID 20250820135704NAL0005702144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A. E. Robertson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A. E. Robertson, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A. E. ROBERTSON, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

A. E. ROBERTSON, INC.

EIN

all filings

Address

1265 GRIMMET DRIVE · SHREVEPORT, LA · 71107

Phone

(318) 424-5425

Industry

Wholesale Trade

Plan administrator