Original filing (PDF)20250326134329NAL0015714657001

THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION

Name: THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION — ROBERTS & ROBERTS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

ROBERTS & ROBERTS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

THE ROBERTS LAW FIRM, A PROFESSIONAL CORPORATION

EIN

75-1871589

Address

118 WEST FOURTH STREET · TYLER, TX · 75701

Phone

(903) 597-6655

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator