Original filing (PDF)20250716131158NAL0001969283001

STAN ROBERTS & ASSOC INC

Name: STAN ROBERTS & ASSOC INC — STAN ROBERTS & ASSOC., INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: STAN ROBERTS & ASSOC INC

Form 5500-SF

FILING_RECEIVED

STAN ROBERTS & ASSOC., INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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 STAN ROBERTS & ASSOC INC.

Plan sponsor

Name

STAN ROBERTS & ASSOC INC

EIN

74-1828776

Address

3300 CAPITOL ST · HOUSTON, TX · 770033305

Phone

(713) 224-9845

Industry

Wholesale Tradesee all

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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