Original filing (PDF)20250423114434NAL0005623457001

FRED ROBERTS

Name: FRED ROBERTS — FRED ROBERTS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FRED ROBERTS

Form 5500-SF

FILING_RECEIVED

FRED ROBERTS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

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 FRED ROBERTS.

Plan sponsor

Name

FRED ROBERTS

EIN

76-0542018all filings

Address

1246 BRUSHY RD · FAYETTEVILLE, TX · 789405611

Phone

(979) 378-2221

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

EASTERN INSURORS, LLC

EASTERN INSURORS, LLC 401K PLAN

$215K · 11 participants

DELOS SPACE CORPORATION

DELOS SPACE CORPORATION 401(K) PLAN

$215K · 26 participants

M.C. SIMPSON INSURANCE, INC.

M.C. SIMPSON INSURANCE, INC. 401(K) PROFIT SHARING PLAN

$215K · 8 participants

WAVECREST INC

WAVECREST INC 401(K) PROFIT SHARING PLAN & TRUST

$215K · 8 participants

STEED TITLE INSURANCE AGENCY LLC

STEED TITLE INSURANCE AGENCY LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.