How big is Rehon & Roberts, a Professional COR's plan?

Rehon & Roberts, a Professional COR's plan reported $6.1M in assets and 5 participants for 2024.

Original filing (PDF)20250805233129NAL0007000994001

Rehon & Roberts, a Professional COR

Name: Rehon & Roberts, a Professional COR — Rehon & Robert, Form 5500 (2024)
Creator: Rehon & Roberts, a Professional COR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rehon & Roberts, a Professional Corporation 401(k) Profit Sharing Plan

401(k) retirement plan · Rehon & Roberts, a Professional COR's Rehon & Roberts, a Professional Corporation 401(k) Profit Sharing Plan held $6.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Deborah Sanders signed Rehon & Roberts, a Professional COR's 2024 Form 5500 as plan administrator.

Deborah Sanders — 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

Rehon & Roberts, a Professional COR's EIN is 77-0366402.

EIN 77-0366402

Plan number 001

Plan year 2024

ACK ID 20250805233129NAL0007000994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rehon & Roberts, a Professional COR from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rehon & Roberts, a Professional COR'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 REHON & ROBERTS, A PROFESSIONAL COR.

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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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

REHON & ROBERTS, A PROFESSIONAL COR

EIN

all filings

Address

830 THE ALAMEDA · SAN JOSE, CA · 951260000

Phone

(999) 999-9999

Industry

Law Offices· Professional & Technical Services

Plan administrator