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ROBERTS-JEANDRON LAW, APC — ROBERTS-JEANDRON LAW FIRM DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010174417NAL0013065920001
ROBERTS-JEANDRON LAW, APC
Form 5500-SF
FILING_RECEIVED
ROBERTS-JEANDRON LAW FIRM DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERTS-JEANDRON LAW, APC
.
Find decision makers
Plan sponsor
Name
ROBERTS-JEANDRON LAW, APC
EIN
82-2095895
Address
5000 BIRCH STREET · SUITE 10000 · NEWPORT BEACH, CA · 92660
Phone
(949) 719-6885
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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