How big is Robert McElroy LLC's plan?

Robert McElroy LLC's plan reported $637K in assets and 17 participants for 2024.

Original filing (PDF)20251015141523NAL0002551891003

Robert McElroy LLC

Name: Robert McElroy LLC — Robert McElroy LLC Cash Balance, Form 5500 (2024)
Creator: Robert McElroy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert McElroy LLC Cash Balance Plan

Defined-benefit pension plan · Robert McElroy LLC's Robert McElroy LLC Cash Balance Plan held $637K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

People on this filing

Robert McElroy signed Robert McElroy LLC's 2024 Form 5500 as plan administrator.

Robert McElroy — 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

Robert McElroy LLC's EIN is 83-3688157.

EIN 83-3688157

Plan number 002

Plan year 2024

ACK ID 20251015141523NAL0002551891003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Robert McElroy 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 ROBERT MCELROY 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

Knocking points off