Original filing (PDF)20240625121432NAL0004845331001

ROBERT D. BYRNE & ASSOCIATES, INC.

Name: ROBERT D. BYRNE & ASSOCIATES, INC. — ROBERT D. BYRNE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROBERT D. BYRNE & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ROBERT D. BYRNE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 D. BYRNE & ASSOCIATES, INC..

Plan sponsor

Name

ROBERT D. BYRNE & ASSOCIATES, INC.

EIN

73-1694658

Address

41943 PRESTON TRAIL · PALM DESERT, CA · 92211

Phone

(909) 263-9764

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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