How big is Philippa Roberts Inc.'s plan?

Philippa Roberts Inc.'s plan reported $178K in assets and 8 participants for 2024.

Original filing (PDF)20250718062956NAL0000615171001

Philippa Roberts Inc.

Name: Philippa Roberts Inc. — Form 5500 (2024)
Creator: Philippa Roberts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Philippa Roberts Inc. held $178K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

People on this filing

Nick Rice signed Philippa Roberts Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

Philippa Roberts Inc.'s EIN is 81-0885700.

EIN 81-0885700

Plan number 001

Plan year 2024

ACK ID 20250718062956NAL0000615171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Philippa Roberts Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PHILIPPA ROBERTS INC.

EIN

all filings

Address

4176 PIEDMONT AVE · OAKLAND, CA · 94611

Phone

(510) 655-0656

Industry

Retail Trade

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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