How big is Dr. Daniel Roberts PLLC's plan?

Dr. Daniel Roberts PLLC's plan reported $727K in assets and 13 participants for 2024.

Original filing (PDF)20250908164138NAL0041429986001

Dr. Daniel Roberts PLLC

Name: Dr. Daniel Roberts PLLC — Dr. Daniel Roberts 401(k), Form 5500 (2024)
Creator: Dr. Daniel Roberts PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Daniel Roberts 401(k) Plan

401(k) retirement plan · Dr. Daniel Roberts PLLC's Dr. Daniel Roberts 401(k) Plan held $727K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$727K

Net assets (EOY)

$727K

People on this filing

Michael Vanderford signed Dr. Daniel Roberts PLLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Dr. Daniel Roberts PLLC's EIN is 83-4636795.

EIN 83-4636795

Plan number 001

Plan year 2024

ACK ID 20250908164138NAL0041429986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Daniel Roberts PLLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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