How big is Robert Lee State Bank's plan?

Robert Lee State Bank's plan reported $828K in assets and 12 participants for 2024.

Original filing (PDF)20250718134601NAL0001834193001

Robert Lee State Bank

Name: Robert Lee State Bank — Robert Lee State Bank 401(k), Form 5500 (2024)
Creator: Robert Lee State Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Lee State Bank 401(k) Plan

401(k) retirement plan · Robert Lee State Bank's Robert Lee State Bank 401(k) Plan held $828K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

People on this filing

Marcus Bowie signed Robert Lee State Bank's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert Lee State Bank's EIN is 75-0526970.

EIN 75-0526970

Plan number 002

Plan year 2024

ACK ID 20250718134601NAL0001834193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Lee State Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Lee State Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT LEE STATE BANK.

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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