How big is Robertson Optometry LLC's plan?

Robertson Optometry LLC's plan reported $23K in assets and 7 participants for 2024.

Original filing (PDF)20250630154922NAL0029034786001

Robertson Optometry LLC

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

Form 5500-SF

FILING_RECEIVED

Robertson Optometry LLC Retirement Trust

401(k) retirement plan · Robertson Optometry LLC's Robertson Optometry LLC Retirement Trust held $23K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Plan Sponsor signed Robertson Optometry LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Robertson Optometry LLC's EIN is 88-4063602.

EIN 88-4063602

Plan number 001

Plan year 2024

ACK ID 20250630154922NAL0029034786001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTSON OPTOMETRY 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