· 2022–2024 · DOL EFAST2

Stan Roberts & Assoc Inc. — Stan Roberts & Assoc., Form 5500 (2023)

Original filing (PDF)20250716131158NAL0001969283001

Stan Roberts & Assoc Inc.

Form 5500-SF

FILING_RECEIVED

Stan Roberts & Assoc., Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Stan Roberts & Assoc Inc.'s Stan Roberts & Assoc., Inc. 401(k) Retirement Savings Plan held $7.9M in plan assets for 29 participants in 2023.

Active participants

29

Accounts w/ balance

23

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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

63

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STAN ROBERTS & ASSOC INC.

Plan sponsor

Name

STAN ROBERTS & ASSOC INC

EIN

74-1828776all filings

Address

3300 CAPITOL ST · HOUSTON, TX · 770033305

Phone

(713) 224-9845

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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