How big is Haley Roberts Agency's plan?

Haley Roberts Agency's plan reported $4K in assets and 2 participants for 2024.

Original filing (PDF)20251028130711NAL0006913809001

Haley Roberts Agency

Name: Haley Roberts Agency — Haley Roberts Agency GCF, Form 5500 (2024)
Creator: Haley Roberts Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haley Roberts Agency GCF Benefit Plan

Health & welfare plan · Haley Roberts Agency's Haley Roberts Agency GCF Benefit Plan held $4K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Morgan Law signed Haley Roberts Agency's 2024 Form 5500 as plan administrator.

Morgan Law — 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

Haley Roberts Agency's EIN is 82-1767238.

EIN 82-1767238

Plan number 501

Plan year 2024

ACK ID 20251028130711NAL0006913809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Haley Roberts Agency's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score