How big is Jroberts and Company LLC's plan?

Jroberts and Company LLC's plan reported $8K in assets and 2 participants for 2023.

Original filing (PDF)20250428155926NAL0012429681001

Jroberts and Company LLC

Name: Jroberts and Company LLC — Jroberts and Company LLC, Form 5500 (2023)
Creator: Jroberts and Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jroberts and Company LLC CBIN Benefit Plan

Health & welfare plan · Jroberts and Company LLC's Jroberts and Company LLC CBIN Benefit Plan held $8K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

People on this filing

Brett Hulse signed Jroberts and Company LLC's 2023 Form 5500 as plan administrator.

Brett Hulse — 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

Jroberts and Company LLC's EIN is 82-5316909.

EIN 82-5316909

Plan number 501

Plan year 2023

ACK ID 20250428155926NAL0012429681001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jroberts and Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jroberts and Company LLC'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 JROBERTS AND COMPANY LLC.

Finding similar companies…

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