How big is Elgin B. Robertson, Inc.'s plan?

Elgin B. Robertson, Inc.'s plan reported $3.4M in assets and 11 participants for 2024.

Original filing (PDF)20251023095751NAL0002054321001

Elgin B. Robertson, Inc.

Name: Elgin B. Robertson, Inc. — Elgin B. Robertson, Inc., Form 5500 (2024)
Creator: Elgin B. Robertson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elgin B. Robertson, Inc. Restated Profit Sharing Plan

Defined-contribution retirement plan · Elgin B. Robertson, Inc.'s Elgin B. Robertson, Inc. Restated Profit Sharing Plan held $3.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Elgin B. Robertson, Inc.'s EIN is 75-0721634.

EIN 75-0721634

Plan number 001

Plan year 2024

ACK ID 20251023095751NAL0002054321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elgin B. Robertson, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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 (87th percentile).

Plan sponsor

Name

ELGIN B. ROBERTSON, INC.

EIN

all filings

Address

P.O. BOX 210519 · DALLAS, TX · 752110519

Phone

(214) 333-2341

Industry

Wholesale Trade

Plan administrator