How big is J.M. Robertson, Inc. DBA AM Orient Engineering's plan?

J.M. Robertson, Inc. DBA AM Orient Engineering's plan reported $437K in assets and 12 participants for 2024.

Original filing (PDF)20250520233902NAL0001429697001

J.M. Robertson, Inc. DBA AM Orient Engineering

Name: J.M. Robertson, Inc. DBA AM Orient Engineering — Form 5500 Plan 001 (2024)
Creator: J.M. Robertson, Inc. DBA AM Orient Engineering
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.M. Robertson, Inc. DBA AM Orient Engineering 401(k) Retirement Savings Plan

401(k) retirement plan · J.M. Robertson, Inc. DBA AM Orient Engineering's J.M. Robertson, Inc. DBA AM Orient Engineering 401(k) Retirement Savings Plan held $437K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$437K

Net assets (EOY)

$437K

Plan identifiers

J.M. Robertson, Inc. DBA AM Orient Engineering's EIN is 76-0123317.

EIN 76-0123317

Plan number 001

Plan year 2024

ACK ID 20250520233902NAL0001429697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.M. Robertson, Inc. DBA AM Orient Engineering from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.M. Robertson, Inc. DBA AM Orient Engineering'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 J.M. ROBERTSON, INC. DBA AM ORIENT ENGINEERING.

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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