How big is Dr. Robert L. Schubert LLC's plan?

Dr. Robert L. Schubert LLC's plan reported $431K in assets and 3 participants for 2024.

Original filing (PDF)20250609124557NAL0024371936001

Dr. Robert L. Schubert LLC

Name: Dr. Robert L. Schubert LLC — Dr. Robert L. Schubert, Form 5500 (2024)
Creator: Dr. Robert L. Schubert LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Robert L. Schubert LLC Cash Balance Plan

Defined-benefit pension plan · Dr. Robert L. Schubert LLC's Dr. Robert L. Schubert LLC Cash Balance Plan held $431K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$431K

Net assets (EOY)

$431K

Plan identifiers

Dr. Robert L. Schubert LLC's EIN is 81-5367503.

EIN 81-5367503

Plan number 002

Plan year 2024

ACK ID 20250609124557NAL0024371936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Robert L. Schubert LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Robert L. Schubert LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. ROBERT L. SCHUBERT LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score