How big is Fred Roberts' plan?

Fred Roberts' plan reported $215K in assets and 22 participants for 2024.

Original filing (PDF)20250423114434NAL0005623457001

Fred Roberts

Name: Fred Roberts — Fred Roberts 401(k) Profit Sharing, Form 5500 (2024)
Creator: Fred Roberts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fred Roberts 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Fred Roberts' Fred Roberts 401(k) Profit Sharing Plan & Trust held $215K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

People on this filing

Vicki Roberts signed Fred Roberts' 2024 Form 5500 as plan administrator.

Vicki Roberts — 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

Fred Roberts' EIN is 76-0542018.

EIN 76-0542018

Plan number 001

Plan year 2024

ACK ID 20250423114434NAL0005623457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fred Roberts from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fred Roberts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRED ROBERTS.

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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