How big is John Northmore Roberts & Associates, Inc.'s plan?

John Northmore Roberts & Associates, Inc.'s plan reported $876K in assets and 2 participants for 2024.

Original filing (PDF)20250830144429NAL0006974611001

John Northmore Roberts & Associates, Inc.

Name: John Northmore Roberts & Associates, Inc. — Form 5500 Plan 001 (2024)
Creator: John Northmore Roberts & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John N. Roberts & Associates Profit Sharing Plan

401(k) retirement plan · John Northmore Roberts & Associates, Inc.'s John N. Roberts & Associates Profit Sharing Plan held $876K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

Plan identifiers

John Northmore Roberts & Associates, Inc.'s EIN is 84-4358485.

EIN 84-4358485

Plan number 001

Plan year 2024

ACK ID 20250830144429NAL0006974611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John Northmore Roberts & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John Northmore Roberts & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

JOHN NORTHMORE ROBERTS & ASSOCIATES, INC.

EIN

all filings

Address

2927 NEWBURY STREET, SUITE B · BERKELEY, CA · 94703

Phone

(510) 843-3666

Industry

Professional & Technical Services

Plan administrator