How big is Nancy Robertson Therapy, LLC's plan?

Nancy Robertson Therapy, LLC's plan reported $62K in assets and 5 participants for 2024.

Original filing (PDF)20250608100908NAL0038909858001

Nancy Robertson Therapy, LLC

Name: Nancy Robertson Therapy, LLC — Nancy Robertson, Form 5500 (2024)
Creator: Nancy Robertson Therapy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nancy Robertson Physical Therapy 401(k) Plan

401(k) retirement plan · Nancy Robertson Therapy, LLC's Nancy Robertson Physical Therapy 401(k) Plan held $62K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

People on this filing

Charles Robertson signed Nancy Robertson Therapy, LLC's 2024 Form 5500 as plan administrator.

Charles Robertson — 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

Nancy Robertson Therapy, LLC's EIN is 82-2872982.

EIN 82-2872982

Plan number 001

Plan year 2024

ACK ID 20250608100908NAL0038909858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nancy Robertson Therapy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nancy Robertson Therapy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY ROBERTSON THERAPY, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score